Process Orders (PP-PI-POR

)

Release 4.6C

HELP.PPPI

Process Orders (PP-PI-POR)

SAP AG

Copyright
© Copyright 2001 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation. IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®, AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation. ORACLE® is a registered trademark of ORACLE Corporation. INFORMIX®-OnLine for SAP and Informix® Dynamic Server Informix Software Incorporated.
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Process Orders (PP-PI-POR)

Icons
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Contents
Process Orders (PP-PI-POR) .............................................................................8
Process Order................................................................................................................................ 9 Data Flow During Process Manufacturing................................................................................ 10 Process Order Management....................................................................................................... 11 Order Processing ........................................................................................................................ 14 Order Closing .............................................................................................................................. 15 Creating Process Orders ............................................................................................................ 16 Creating Process Orders With Material & Master Recipe ....................................................... 18 Production Version Selection ................................................................................................... 20 Selecting Production Versions Manually ............................................................................ 22 Selecting a Master Recipe ....................................................................................................... 23 Parameters in Customizing................................................................................................. 24 Validity of the Recipe .......................................................................................................... 25 Automatic Master Recipe Selection.................................................................................... 26 Selection Priorities ......................................................................................................... 27 Example: Selection Priorities.................................................................................... 28 Automatic Batch Creation ........................................................................................................ 29 Operation Overview ................................................................................................................. 30 Changing Operation/Phase Data ............................................................................................. 31 Changing Process Instructions ................................................................................................ 32 Assigning Values to Process Instruction Characteristics......................................................... 33 Creating Process Orders with a Material and Without a Master Recipe ............................... 35 Creating Process Orders Without a Material and With a Master Recipe............................... 37 Creating Process Orders Requiring Approval ......................................................................... 38 Converting Planned Orders Collectively .................................................................................. 41 Converting Planned Orders Individually................................................................................... 43 Partially Converting Planned Orders ........................................................................................ 44 Scheduling ................................................................................................................................... 46 Scheduling Types........................................................................................................................ 47 Scheduling Parameters in Customizing ................................................................................... 48 Changing the Scheduled Dates Manually................................................................................. 49 Order Floats ................................................................................................................................. 50 How the Control Key Influences Scheduling............................................................................ 51 Scheduling Phases ..................................................................................................................... 52 Scheduling Rules ........................................................................................................................ 53 Secondary Resource Scheduling .............................................................................................. 54 Midpoint Scheduling and Capacity Scheduling ....................................................................... 56 Capacity Requirements .............................................................................................................. 57 Scheduling Log and Results ...................................................................................................... 58 Scheduling and Scheduling Results on the Screen ................................................................ 59 Material List Components .......................................................................................................... 60 Data from the Material List ......................................................................................................... 61 Creating a Process Order for a Material without a Material List ............................................ 63

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........................................ 124 Overhead Costs......................................................................................................... 103 Checking Group ........................................................................................................................................ 127 Releasing Process Orders...... 105 Check Rule ....................................................................... 119 Planned Costs for Materials Procured Externally .......................................................................... 108 At What Level is the Availability Check Carried Out? ............ 101 Displaying and Printing Formula Overviews ..................................... 64 Component Detail Screens................................................................................................................................................. 118 Planned Costs for Materials Manufactured In-House ................................ 76 Basic Functions of Material Quantity Calculation............................................................................................................. 122 Planned Costs for Internal Activity ................ 72 Deleting Components..................................................................................................................... 128 How to Release Operations and Phases....................................................... 86 Example: Calculations Using Active Ingredient Quantities of Batches.................................. 121 Planned Costs for Production ............................................................................... 109 Checking the Availability of the Materials in an Order........................................................ 98 Performing Material Quantity Calculations. 69 Reassigning Components ................................. 115 Preliminary Costing ... 65 Assigning Components ..................... 116 Cost Elements ......................................................................................... 131 Deviation Recording .............................. 126 Releasing Process Orders..................................................................................................................................................................................................................................................................................................................................... 73 Classifying Material List Components................................................................................................................................................................................................................................. 113 Carrying Out Availability Checks ....................... 132 Inspection Lots/Inspection Characteristics................. 111 Collective Availability Checks ........................... 71 Filtering Components ..............................................................................................................................SAP AG Process Orders (PP-PI-POR) Entering or Changing Material Components in the Material List ...................... 68 Creating Components ........................ 120 Manufacturing Costs ....................................................................................................................................................................................................... 74 Example: Batch Splitting ............................................................................................................................................................................................................ 91 Example: Calculations Using Physical Batch Quantities ......................................................................................................................................................... 75 Material Quantity Calculation..................................................................................................................................................................................................................................................................................................................................................................... 125 Overhead Groups ........................................................................................................................................................... 133 How to Create Inspection Lots.................................................................................................................. 123 Setting up a Quantity Structure ..... 130 Actual and Planned Data after Order Release....................................................................................................................................................... 83 Material Quantity Calculation With Batch Data ......................................................................................................................... 70 Sorting Components ............. 79 Example: Calculating Product and Component Quantities............................................................................. 134 April 2001 5 ................................................................................................................................................................ 107 How is the Availability of Materials Determined? ........................................ 114 Checking Collective Availability Online...................... 117 Planned Costs for Components......................................................................... 94 Defining Material Quantity Calculation.. 110 When is the Availability Checked?.... 129 Collective Release of Process Orders .................................................................................................................................................................................................................................................................................................... 102 Checking the Availability of Material........................................................................

Process Orders (PP-PI-POR)

SAP AG

How to Delete Inspection Lots ................................................................................................. 136 Partial Lot Creation from the Process Order.......................................................................... 137 Creating Inspection Characteristics........................................................................................ 138 How to Delete Operations With Inspection Characteristics ................................................... 139 Printing ....................................................................................................................................... 140 Printing Shop Floor Papers...................................................................................................... 141 External Processing.................................................................................................................. 143 Goods Movements .................................................................................................................... 145 Planned Withdrawal of Material Components ........................................................................ 146 Unplanned Withdrawal of Components for an Order ............................................................ 148 Delivery to the Warehouse ....................................................................................................... 149 Automatic Goods Receipt ........................................................................................................ 150 What Checks are Carried Out During a Goods Receipt? ...................................................... 151 Delivery to Stock: Costs ........................................................................................................... 152 Delivery to Stock: Updates in the Material Master................................................................. 153 Delivery to Stock: Updates in the Order ................................................................................. 154 How to Post a Goods Receipt .................................................................................................. 155 Completion Confirmations in Process Orders ....................................................................... 156 Which Objects Can Be Confirmed?......................................................................................... 157 What Data Can You Confirm? .................................................................................................. 158 Fixed Parameters in Completion Confirmations.................................................................... 159 Variable Parameters in Completion Confirmations ............................................................... 160 Entering Completion Confirmations ....................................................................................... 161 How to Enter Confirmations at Phase Level .......................................................................... 163 How to Enter Confirmations at Order Level ........................................................................... 165 Entering Collective Confirmations.......................................................................................... 166 Goods Movements and Confirmations ................................................................................... 168 Reworking Goods Movements ............................................................................................... 170 How to Rework Goods Movements .................................................................................. 171 Reworking Actual Costs ........................................................................................................... 172 How to Redetermine Actual Costs ......................................................................................... 173 Running Confirmation Processes Separately ........................................................................ 174 Canceling Completion Confirmations..................................................................................... 175 How to Cancel a Completion Confirmation ............................................................................ 176 How to Display Canceled Confirmations................................................................................ 177 Decoupling of Confirmation Processes.................................................................................. 178 Settings for Decoupling Processes Carried Out During Confirmation ................................... 180 Example: Background Processing ......................................................................................... 181 Processing Predefined Confirmation Processes.................................................................... 182 Order Settlement ....................................................................................................................... 183 Order Closing ............................................................................................................................ 184 Technical Completion of Process Orders............................................................................... 185 Business Closing of Process Orders...................................................................................... 187 Archiving .................................................................................................................................... 189 Mass Processing ....................................................................................................................... 190 Status.......................................................................................................................................... 191 System/User Statuses............................................................................................................... 192

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Display Status ........................................................................................................................ 193 Status in Process Orders ......................................................................................................... 194 Business Transactions ............................................................................................................. 196 What is a Status Profile? .......................................................................................................... 197 What is a Selection Profile? ..................................................................................................... 199 Co-Products ............................................................................................................................... 200 Process Orders with Co-Products: Prerequisites ................................................................. 201 Co-Products: Costs................................................................................................................... 202 Co-Products: Using a Source Structure ................................................................................. 203 Information Systems................................................................................................................. 204 Order Information System ........................................................................................................ 205 Search Optimization............................................................................................................... 206 Order Information System: Profiles In Customizing............................................................... 207 Object Overview..................................................................................................................... 209 Object Detail List .................................................................................................................... 211 Collective Availability Checks................................................................................................. 213

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Process Orders (PP-PI-POR) Process Orders (PP-PI-POR)

SAP AG

Process Orders (PP-PI-POR)
Purpose
Process orders are the main element used for the detailed planning and execution of process manufacturing. A process order describes the production of batches (materials) in a production run or the rendering of services. It is generated from the master recipe and contains all the information specified during process planning. You use a process order to plan the quantities, dates, and resources of the manufacturing process, to control process order execution, and to define rules for the account assignment and settlement of the costs incurred. In PP-PI, process orders perform the same function as production orders in PP.

Implementation Considerations
Install this component in process manufacturing companies.

Integration
If you want to Plan material usage during the process Plan how the resources are to be used during the process Plan the external processing of steps in the process Plan quality inspections during production Provide data for process control Prepare cost determination using the master recipe Then you must install the component Material Master (LO-MD) Resources (PP-PI-MD) Purchasing (MM-PUR) Quality Planning (QM-PT) Process Management (PP-PI-PMA) Controlling

Features
This component comprises all functions for order processing [Page 13] and order closing [Page 15].

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Process Orders (PP-PI-POR) Process Order

Process Order
Definition
Manufacturing order used in process industries.

Use
Process orders are used for the production of materials or for rendering of services in a specific quantity on a specific date. They enable the planning of resources, control of process order management, and specify the rules for account assignment and order settlement.

Structure
A process order consists of operations, each of which is carried out at a primary resource. An operation is subdivided into phases. A phase is an independent process step that contains the detailed description of a part of the entire manufacturing process. Phases are carried out at the primary resource of their superior operation. The way phases are related to each other specifies the sequence of the manufacturing process. Phase relationships can be sequential, parallel, or overlapping. Several materials required for the execution of a specific process step can be planned for an operation or phase. A phase contains standard values for activities. These values serve to calculate dates, capacity requirements, and costs. Several secondary resources can be planned for operations and phases in addition to the primary resource. A phase contains a number of process instructions that convey information relevant to process control.

Integration
A process order can be based on a master recipe [Ext.]. A process order can be created from a planned order. During order processing, the process instructions of a phase are transferred to the control recipe destination that requires the information for process control. An inspection lot for inspection during production can be created when a process order is released.

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For instance. it is possible to record actual values of the process to functions for process data documentation and evaluation. 10 April 2001 . units • Personnel Master recipe Master recipe Manual Process order Process order PP-PI MM Process data documenProcess data documentation and evaluation tation and evaluation Process management Process management QM Process Process messages messages Control recipe: Control recipe: Proc. process management receives process messages from the process control level and transfers them to different destinations. A process order provides a detailed description of the actual production of one or more materials in one production run. It defines. The basic dates and production quantities are copied from the planned order. production requirements are converted into planned orders defining the planned basic dates and production quantities. The control recipes are either transferred to a process control system via a specific interface or they are displayed in natural language in the form of a process instruction sheet (PI sheet) which can be maintained by the line operator. After a process order has been released for production. A master recipe is used as the basis for a process order. planned orders are converted into process orders.Process Orders (PP-PI-POR) Data Flow During Process Manufacturing SAP AG Data Flow During Process Manufacturing Production rqmts Production rqmts Planned order Planned order PP Materials Materials • Material master • BOM Resources Resources • Proc. instructions Proc. In return. You can also create a process order manually. and transfer quality data to results recording of Quality Management. During material requirements planning./ Process control sys. The actual production dates are calculated using the basic dates. the planned resources and material components. post material consumptions or production yields as goods movements. for example. instructions • Automatic • Manual ctrl (PI sheet) Process control sys. During process planning./ PI sheet PI sheet Process control level A production process is triggered by existing production requirements. the process instructions maintained in the order are bundled into control recipes during process management.

Goods receipts Proc.SAP AG Process Orders (PP-PI-POR) Process Order Management Process Order Management The procedure involved in process order management can be divided into the following steps: • • • Process planning Process order execution/process management Order closing Archiving / Deleting Process data documentation Process order settlement Proc. destinations In-process quality inspections Order confirmations Phases Process instructions Costs Resource allocations Material components Relationships Relationships Material availability check Release of process order Creating & downloading control recipes Material withdrawals Process planning comprises all activities that are performed during the creation and release of a process order. for diff. Process order execution comprises: • Withdrawal of required material components from the warehouse April 2001 11 . Important steps in process planning are: • • • • • Order creation Scheduling Capacity requirements planning Material availability check Order release The release of the process order represents the end of process planning and is the prerequisite for carrying out the business functions for process order execution and process management. mess. In process management the process instructions maintained in the order are bundled into control recipes. rqmts plan. order Operations Production rqmts Process order creation eröffnung Scheduling Cap. The control recipes are either transferred to a process control system via a specific interface or they are displayed in natural language in the form of a PI sheet which can be maintained by the line operator.

the activities of order execution are carried out using process messages. Order closing comprises the following activities: • • • Process order settlement Process data documentation Reorganization of process orders (archiving and deleting) 12 April 2001 .Process Orders (PP-PI-POR) Process Order Management • • • • Confirmations on the order processing status In-process quality inspections for the inspection lot Goods receipt from production SAP AG Sending of actual process data to different destinations using process messages. In return to the transfer of control recipes. for example for documentation or evaluation purposes In PP-PI. process management receives process messages from the process control level and passes them on to different destinations.

SAP AG Process Orders (PP-PI-POR) April 2001 13 .

you must also select the corresponding components from Process Management. • • • Recording confirmations Carrying out in-process quality inspections (optional) Posting goods receipts Delivering the manufactured product to the warehouse by posting a goods receipt.Process Orders (PP-PI-POR) Order Processing SAP AG Order Processing Order processing comprises the central processing steps involved in the life cycle of a process order. You only create control recipes during process order execution if you want to use PI sheets and/or process control systems. If you also want to carry out in-process quality inspections for your orders. it can later be rescheduled automatically or manually whenever changes relevant to scheduling have been made. you must select the relevant components from Quality Management. In addition. the system automatically schedules the process order when you create it. Process planning comprising • Process order creation − − − − • Selecting a master recipe Creating reservations or copying them from planned orders Calculating planned costs Creating capacity requirements for the resources Scheduling Starting with the basic order dates. • Release of process order Process order execution and process management • • • Creating and downloading control recipes (optional) Printing shop floor documents Carrying out material withdrawals Withdrawing material components required in the manufacturing process in the form of goods issues from the warehouse. In this case. 14 April 2001 .

April 2001 15 . you must choose the special functions for process manufacturing within Product Cost Controlling.SAP AG Process Orders (PP-PI-POR) Order Closing Order Closing Order closing comprises the following steps carried out at the end of the life cycle of a process order: • • Process order settlement Archiving of process orders To be able to settle a process order.

When a planned order is partially converted to a process order • • 16 April 2001 . quantity. material. Certain data is already specified in the planned order (material. which triggers a regenerative planning of the material and its components during the next requirements planning run.] are converted in requirements planning. …). the order quantity. process instructions) or by entering a sales order. A distinction is made between the following: − − − • − − − − − Collective conversion [Page 41] (n planned orders Individual conversion [Page 43] (1 planned order Partial conversion [Page 44] (1 planned order n process orders) 1 process order) n process orders) You can also create a process order manually: With reference to a material and master recipe [Page 18] With reference to a material but without a master recipe [Page 35] With an approved master recipe [Page 38] Without reference to a material but using a master recipe [Page 37] With a reference. Here you can select an object by choosing Continue (settlement rule. The partially converted planned order is fixed. Features When a planned order is converted to a process order • • • The material to be produced. basic dates. and the order dates are copied from the planned order The secondary requirements of the components are converted to reservations A planning file entry is generated when changing the requirement quantity or basic dates from the planned order.Process Orders (PP-PI-POR) Creating Process Orders SAP AG Creating Process Orders Use You can create process orders in the following ways: • As a rule. This process is the same as when you create a process order manually with a reference to a material. Its secondary requirements are reduced in accordance with the converted partial quantity The planned order still exists until the Delete planned order indicator is set: − − This occurs automatically as soon as the planned order quantity is completely covered by process orders You can set it if you do not want to convert the planned order anymore (independent of the planned order quantity that is still open). relationships. operations. which means it is not changed again in a requirements planning run. process orders are created when planned orders [Ext. possibly the master recipe.

as well as the components in the material list.is usually selected (see Automatic Master Recipe Selection [Page 26]) and serves as the reference for the process order. and resource data are copied from it. phase. The operation.even an approved one. Automatic batch creation [Page 29] is possible for the material to be produced. if required . When a process order is actually created (manually or by conversion) • • April 2001 17 .SAP AG Process Orders (PP-PI-POR) Creating Process Orders • The production version that is valid for the original planned order quantity is always used if the master recipe selection for the process order to be created is controlled by a production version. A master recipe .

If you do not want to schedule your order. – – – – 3. The Create Process Order: Initial Screen appears. the system cannot find the specific recipe you want to use. The unit of measure you specified in the material master record is used. Enter the following data: – The material number of the material in your master recipe. the system automatically assigns a number when you save the process order. specify both the order start date and the order finish date. The Create Process Order: Header . whether an internal or external number range is to be used) If you enter an order type that requires internal number assignment. or both. Process orders are generally scheduled backwards. Choose Continue. specify the order start date. Enter the following data: – Total qty: Here. – Order start date or Order finish date: Depending on the scheduling type.process → Process order and then Process order → Create → With material. You must only make an entry here if the planning plant is different to the production plant. If you have selected an order type that requires external number assignment. For example: If you want to schedule forwards. enter the order finish date. 18 April 2001 . 2. make sure that the total quantity you enter in this screen is within the material quantity range specified in your master recipe. If you have predefined a fixed lot size in the material master record of the material you want to produce (MRP1 screen). you specify the quantity you want to produce. Otherwise. for example. 4.General Data screen appears. If you want to base your process order on a master recipe. Automatic batch creation [Page 29] can be carried out for the material you want to produce. the system proposes the lot size in this field. Choose Logistics → Production . If you want to schedule backwards. you must specify either the order start date or the order finish date. The plant in which the material is to be produced (production plant) The plant in which the goods receipt takes place for the material produced (planning plant). The process order type (this controls. you must also enter an order number in the Process order field.Process Orders (PP-PI-POR) Creating Process Orders With Material & Master Recipe SAP AG Creating Process Orders With Material & Master Recipe 1.

5. April 2001 19 . 8. Choose Operations. this field is only used for information purposes and does not influence processing of the order. If you do not specify a scheduling margin key. The operation overview [Page 30] appears. If you have created more than one production versions. choose Continue. see Changing Operation/Phase Data [Page 31]. If necessary. If the validity period and the lot-size range of the production version match those of the allocated master recipe and alternative BOM. there are several different ways to choose a production version (see Production Version Selection [Page 20]). 6. Float after production and Release period The floats before and after production and the release period are specified via the scheduling margin key: If you specify a scheduling margin key. the system fills these fields automatically. you can enter a float before production. However. – – Priority: You can allocate a level of priority to the order. If you have only created one production version for the material you want to produce. also enter a long text by choosing 7. you enter a key that specifies how the order is to be scheduled. SchedMargin key OR Float before production.SAP AG Process Orders (PP-PI-POR) Creating Process Orders With Material & Master Recipe – Scheduling Type: Here. the data is copied from the master recipe to the process order. a float after production. Save the text and choose Back. and the release period with the corresponding number of days. save the process order now. . The system proposes the value that has been defined in the scheduling parameters for the selected order type in Customizing. For information on how to change the data now or later. If you do not want to change the data that was copied from the master recipe or the bill of material.

Quota arr.]). As a prerequisite. • Selection According to Quota Arrangement To (automatically) select a production version depending on a quota arrangement. the system does not copy the formulas for material quantity calculation. Production version field). quota arrangement usage Enter a quota arrangement usage in the material master record of the material you want to produce that includes production or process orders (MRP2 view. The lot-size range and the validity period of the production version apply. The lot-size range and the validity period of the production version apply. can be controlled in different settings. the system uses the alternative BOM that is defined in the valid production version. If you create a process order without a production version. you determine whether the production version is selected automatically or manually. Features You can specify that the production version is selected: • • Automatically or manually Depending on a quota arrangement Activities You control production version selection as follows: Automatic/Manual Selection In Customizing for Process Orders (section Define order-type dependent parameters. Which production version is used. Selection only by production version In this case.Process Orders (PP-PI-POR) Production Version Selection SAP AG Production Version Selection Use When you create an order. Quota Arrangement): number range. If no production version is found. you: • • Maintain the data on the quota arrangement in Customizing for Process Orders (section Operations. you select a Production Version [Ext. the following settings must have been made for selecting alternative BOMs (material master. the system cannot create a production order or a process order. usage 20 April 2001 . Prerequisites Suitable production versions have been created in the master recipe or material master record (see Maintaining Production Versions [Ext. Selection method field): • Selection by production version In this case. MRP4 view.] to determine a suitable recipe along with the corresponding material list. the system uses the alternative BOM that is defined in the valid production version.

If you use possible entries help to select the production version. April 2001 21 . Selection method field) • Maintain the quota arrangement for the material (Logistics → Production . make sure to delete the value entered in the PPI field (plant from which the material is procured) afterwards. these production versions cannot automatically be copied to the process order. a maximum quantity: the production version is not used once this quantity has been reached If required. and repetitive manufacturing. If the Co-product indicator has been set for the material in the material master.SAP AG Process Orders (PP-PI-POR) Production Version Selection field) and choose Selection only by production version as the selection method (MRP4 view. If you also entered a maximum quantity.] Monitoring Quota Arrangements [Ext. see • • • • • Maintaining a Quota Arrangement [Ext. − − − For more information about quota arrangements.] Revision of Quota Arrangement [Ext. a priority: the system only uses the production version for which the lowest value not equal to zero has been specified (highest priority = 1). provided that the quota arrangement does not define the sequence: 1. Make sure that it is also valid for the quota arrangement period. the system uses the production version with the next priority once this quantity has been reached. including those in which the material is used as a co-product in a BOM item 2. The quota for the usage of this production version If required.] Co-Products: Special Features When you create a process order. All valid production versions for the material.] Determining the Source under a Quota Arrangement [Ext. all valid production versions for other materials whose BOM contains the co-product as a BOM item. They are not taken into account in material requirements planning. Enter the following data: − − − E (internal procurement) as the procurement type (column P) E (in-house production) as the special procurement type (column S) The production version. product costing. the system selects the following production versions in the sequence specified below. However.process → Process order and then Environment → Master data → Maintain quotas).

the system copies it directly instead of displaying it first. 2. If manual selection of production versions has been defined in Customizing. choose Production version to display the list of available versions.Process Orders (PP-PI-POR) Selecting Production Versions Manually SAP AG Selecting Production Versions Manually Prerequisites If you always want to manually select one production version from several possible versions when you create an order. select the production version you want to use. 3. If required. proceed as follows: 1. If you do not want to select a production version. On the Select Production Version for Material screen. you must cancel order creation. 22 April 2001 . Choose Choose to copy it to the process order. If only one production version exists. Production version field). If the settings in Customizing or the production version itself prevent the system from creating a process order for the data you have entered. If automatic selection of production versions has been defined in Customizing. you can choose Versions: overview to display a list containing all production versions for the material you selected. To select a production version. you can select a production version after you have entered the required data on the Create Process Order: Header screen (see Creating Process Orders with Material and Master Recipe [Page 18]). Procedure If several production versions with overlapping lot-size ranges and validity periods have been created for the material. you must define this in Customizing for Process Orders (section Define order-type dependent parameters. the system displays a log. the list containing available production versions is displayed directly.

the system selects a master recipe. When you create a process order. In Customizing.SAP AG Process Orders (PP-PI-POR) Selecting a Master Recipe Selecting a Master Recipe A master recipe is used to specify the operations and phases required in a production process. if you want to create an order for unplanned rework. April 2001 23 . This may be the case. In special cases. you can specify whether a master recipe has to be selected as well as which criteria should be used in the selection process. are taken over into the process order. you may want to create a process order without using a master recipe. The individual operations and phases of the master recipe. for example. as well as the material list and other recipe data.

Process Orders (PP-PI-POR) Parameters in Customizing SAP AG Parameters in Customizing You can determine in Customizing: • • • whether a master recipe has to be selected whether selection should be carried out manually or automatically search criteria priorities. such as status of a master recipe 24 April 2001 .

it will list all the master recipes available for your material. the system calculates the transfer date of the recipe by subtracting the in-house production time independent of the order quantity defined in the material master from the order finish date. it reselects without using the charge quantity. however. You can then select the required master recipe from this list. The order dates you have entered in the process order must be valid for the master recipe you want to select.SAP AG Process Orders (PP-PI-POR) Validity of the Recipe Validity of the Recipe In order for a master recipe to be selected for a process order. Manual or Automatic Selection In the case of manual selection. The total quantity you have specified in your process order must lie within the charge quantity range you specified in your master recipe. If the system cannot select a recipe. For example: – – if you enter the order start date. as a rule. 2. the system cannot select a master recipe automatically. In addition. the system attempts to select a master recipe according to the specified criteria. the recipe. April 2001 25 . if you enter the order finish date. You can select the required master recipe from the list. If. must have the status Released (depends on your chosen settings in Customizing). the system uses this date as the transfer date of the master recipe. the system selects all master recipes for this material which are valid on the transfer date. In the case of automatic selection. the system only considers for selection recipes that match up with the data you have specified in your process order. 1.

Material: The system first searches for all master recipes available for this material. the system attempts to select according to the following criteria: 1. Please see Selecting a Production Version [Page 22] in this documentation. If there are no recipes with a suitable range. Production version: The system searches for production versions valid for this material at this date. the system continues its search without taking charge quantity ranges into account. Quantity: The system then searches for all master recipes which have a charge quantity range that corresponds to the specified order quantity. Order dates: The system then calculates the date on which the master recipe must be transferred into the order. refer to the log ‘Read master recipe’. 4. the quantity of the material to be produced and a basic order date. 26 April 2001 . During automatic selection of a master recipe to match this data. 3. Please see Validity of the Recipe [Page 25] in this documentation. 2.Process Orders (PP-PI-POR) Automatic Master Recipe Selection SAP AG Automatic Master Recipe Selection When you create a process order with a material. For information on the sequence. you enter a material.

SAP AG Process Orders (PP-PI-POR) Selection Priorities Selection Priorities You may find that several master recipes meet all the selection criteria for automatic recipe selection. you can specify certain priorities in Customizing. In this case. You can set priorities in Customizing for the following entries: • • • For the task list type (master recipe = 2) For the usage (such as production) For the status of the master recipe (such as released) Example: Selection Priorities [Page 28] April 2001 27 . according to which the system can then select a specific master recipe.

Process Orders (PP-PI-POR) Example: Selection Priorities SAP AG Example: Selection Priorities You can determine the following priorities in Customizing for plant 1 and order type PI01: Task list type Usage 1. If a master recipe matching these criteria does not exist. the system then searches for a master recipe with the usage General maintenance and the status created. Master recipe General maintenance Created In this example. the system searches for a master recipe with the usage Production and the status created. the system first searches for a master recipe with the usage Production and the status released. 28 April 2001 . Master recipe Production 2. If no master recipes match these criteria. Master recipe Production Status Released Created 3.

Features You can make the following settings in Customizing (production scheduling profile): • • • No automatic batch creation in the process order Automatic batch creation on order creation Automatic batch creation on order release In Customizing for Batch Management.SAP AG Process Orders (PP-PI-POR) Automatic Batch Creation Automatic Batch Creation Use You use this function to create a batch for the material to be manufactured. the system will ask to assign batch numbers automatically when you create and/or release the order. you can configure the system so that batch numbers are assigned automatically. If you do not do this. April 2001 29 .

It determines how the operation/phase is to be treated (for example.) The phase number of existing phases The number of the superior operation for each phase The resource that is to be used for carrying out the operation The control key. whether it can be printed. The standard text key of the operation/phase if it has been defined for the operation description The long text indicator which specifies whether a long text exists A short description of the operation/phase If you choose menu options Goto → 2-line operation overview to access the operation overview.Process Orders (PP-PI-POR) Operation Overview SAP AG Operation Overview This screen contains the operations and phases the system has copied from the master recipe and scheduled for the process order. whether the phase must be reported. The following information is provided: • • • • • • • • The operation number (This number determines the sequence in which the operations are processed.). etc. whether the operation has been created or is already released) Whether material components are assigned to the operation/phase Whether at least one secondary resource is assigned to the operation/phase 30 April 2001 . the following additional information is displayed: • • • • The order start and finish dates The current status of the operation or phase (for example.

Depending on the data you want to change. and choose a processing type: If you want to maintain general data maintain standard values maintain user fields maintain secondary resources maintain relationships maintain material allocations maintain process instructions [Page 32] assign values to process instruction characteristics [Page 33] Choose Operation → Operation details and then choose the corresponding tab page Operation → Secondary resources Operation → Relationships Operation → Material assignments Process inst. (only for phases). Process inst.] (via Materials to the material list and from there via to material quantity calculation). From the Operation Overview screen. -select the process instruction characteristics and choose Process instructions → PI characteristic or PI assistant. you can also access the corresponding detail screens for changing the material list or material quantity calculation [Ext. select the operations and/or phases to be processed. April 2001 31 .SAP AG Process Orders (PP-PI-POR) Changing Operation/Phase Data Changing Operation/Phase Data Use In the operation overview. Choose Operations. The operation overview appears. you can change operation/phase data both in the create mode and change mode. (only for phases). 2. Procedure 1.

You can • • add/delete process instructions add/delete process instruction characteristics for process instructions You maintain process instructions in exactly the same way as during master recipe maintenance. you can create process instructions manually if they contain process-specific data that cannot be transferred to the process instruction automatically.see Maintaining Process Instructions on the Charateristic Overview [Ext. For more information.Process Orders (PP-PI-POR) Changing Process Instructions SAP AG Changing Process Instructions Process instructions are copied from the master recipe and displayed on the Process Instruction Overview screen when you create a process order. In addition. For more information.]. Creating Process Orders 32 April 2001 . see Process Control Data.

to change generated values) . You can assign values to process instruction characteristics: • • • in Customizing in the master recipe in the process order As a prerequiste for the creation of control recipes values must have been assigned to all process instruction characteristics. or select the characteristics and choose Edit → Assign values autom. Characteristics with indicator A (defined for automatic value assignment. These can be classified as follows: • • process instruction characteristics that are not defined for automatic value assignment and for which you have to enter values manually process instruction characteristics that are defined for automatic value assignment. Choose Edit → Long text. X in column T) : i) ii) iii) • • Select the characteristic. has been executed.SAP AG Process Orders (PP-PI-POR) Assigning Values to Process Instruction Characteristics Assigning Values to Process Instruction Characteristics In Customizing. proceed as follows: 1. 2. Characteristics without indicator T : Enter the desired value in the field Characteristic value. you define process instruction characteristics for process instruction categories. Select the desired phases in the operation overview and choose Goto → PI overview.. or do not assign a value at all. April 2001 33 .you can initiate the value assignment in the process order (function Assign values autom. Select the desired process instruction characteristics in the process instruction overview and choose Goto → PIC overview. the system automatically assigns values to all those characteristics that have not been assigned values as mentioned above To assign values to process instruction characteristics in the process order. 3. Assign values to the process instruction characteristics as follows : • Characteristics with indicator T (for value assignment with long text. X in column A) : – – – Enter the desired value in the field Characteristic value (= manual value assignment). Enter the long text and save it.) . where . for ex.you can enter the values manually in the process order (even after the function Assign values autom.during control recipe creation.

If necessary. For more information. When the control recipe is created. In addition to this. see Maintaining Process Instructions on the Characteristic Overview [Ext. values are assigned automatically only to those process instruction characteristics defined for automatic value assignment to which no values have been assigned so far. To delete a value. You add process instructions characteristics in the same way as during master recipe maintenance.Process Orders (PP-PI-POR) Assigning Values to Process Instruction Characteristics SAP AG Use field help for information on the logic used for the automatic value assignment (in column A for the desired process instruction characteristic). you can add further process instruction characteristics in the process instruction characteristic overview. the order number) or delete values.]. select the desired process instruction characteristic and choose Edit → Delete values. for example. 34 April 2001 . you can also change values (exception: process instruction characteristics for which a change has been excluded during Customizing.

plant (production and/or planning plant). but recipe selection is not possible even if the parameters specify that recipe selection is required. the system creates a process order in which it automatically creates one operation.SAP AG Process Orders (PP-PI-POR) Creating Process Orders with a Material and Without a Master Recipe Creating Process Orders with a Material and Without a Master Recipe Use You can create a process order without a master recipe if. Also enter the order dates and the scheduling type and choose Continue. Materials to enter the components for your process order. which in this case is not dependent on a pre-specified quantity.General Data screen appears. Procedure 1. you want to produce one specific material in one specific process. and you must restart order creation. If you do want to use a master recipe when you create a process order. you can set the respective parameters in Customizing. 3. 4. with control key 0001 and operation number 0010. the system creates one operation. The dialog box asks if you want to use a different material list. an operation is generated for the order (operation 0010). If you choose No. You can restart the master recipe selection process at any time prior to the release of the process order. Enter the total quantity of material. It proceeds as follows: • • If default values are maintained for the automatic generation of an operation. 2. These parameters specify how the system is to proceed if no master recipes exist for the material. If the parameters specify that recipe selection is not required. The Create Process Order: Header . the system uses these values to automatically create an operation in the order.process → Process order → Process order → Create → With material. The Create Process Orders: Initial Screen appears. Choose April 2001 35 . the system issues a termination message. Choose Continue. The system then uses this material list for the process order.You have two choices: − − If you choose Yes. Enter your material number. for example. Choose Logistics → Production . you must enter a material for which a material list already exists. If no default values are entered in Customizing. A dialog box appears informing you that no material lists exist for this material. and process order type. Prerequisites If you specifically do not want to use a master recipe when you create a process order. 5.

Process Orders (PP-PI-POR) Creating Process Orders with a Material and Without a Master Recipe SAP AG 36 April 2001 .

Make the same entries as described under Creating a Process Order With a Material. for example: • • If you want to use a process order for a reworking procedure If you want to use a cleanout recipe Procedure 1. The Create Process Order: Initial Screen appears.SAP AG Process Orders (PP-PI-POR) Creating Process Orders Without a Material and With a Master Recipe Creating Process Orders Without a Material and With a Master Recipe Use You can create a process order without a material and with a master recipe. 3. which defines internal or external number assignment. You must enter the following in this screen: Recipe group: Enter the name of the recipe group you want to use in this process order. the system will copy all the data from your master recipe. Recipe: Enter the number of your recipe in this group. Choose Continue. Once you have created the process order. You do this. Process order type: Enter the order type. 2. 4. Choose Logistics → Production process → Process order → Process order → Create → Without material. Plant: This is the plant in which your order will be processed. but not the material list. April 2001 37 .

secondary resource) and the corresponding production version have been changed with at least one engineering change request.Process Orders (PP-PI-POR) Creating Process Orders Requiring Approval SAP AG Creating Process Orders Requiring Approval Use For production in compliance with Good Manufacturing Practices (GMP). but does not have to be processed with an engineering change request. the following prerequisites must be met: • • The master recipe used must have the change rule with an engineering change order without change type or an engineering change order with change type. Prerequisites You make the following settings for order types to specify that an order must be created with approved master data (see Customizing for the Process Order. the engineering change request whose due date is the closest before the process order creation date must be released. You can do this in the following ways: • • Create with approved master data (see below) Individual approval Integration Master data is approved in engineering change management. The recipe or one of its subordinate objects (for example. For collective orders. you must also make these settings for the order types of subordinate orders. Features Master Data Selection When you create a process order requiring approval. automatic selection Must be used with master recipe. You therefore require the Engineering Change Management (LO-ECH) component to do this. BOM. Mast. Order-Dependent Parameters. For each of the objects mentioned above. process orders must be approved before production. • 38 April 2001 . Before the process order can accept the master data on which it is based (recipe. the master data selection procedure is the same as for orders that do not require approval. production version) as approved. data tab page): • For master recipe selection: − − • Must be used with master recipe. phase. Checking the Approval The system then checks whether the master data has been approved. The BOM can. manual selection The Approval required indicator is set.

see Engineering Change Management and Recipe Approval [Ext. if required (for example. The reasons for not approving or withdrawing the approval are documented in the log. For the most part. for major changes). an individual approval must be given for the order. An individual approval is required for the order. A withdrawal of the approval is possible. The system statuses APG (Approval granted) and APRC (Based on approved recipe) are set. for example. Resources: You can use the Resource selection function to assign resources that meet the resource selection requirements for an operation. For planned orders. Further Processing If the prerequisites are not met. Individually. They do not allow the release of the order.SAP AG Process Orders (PP-PI-POR) Creating Process Orders Requiring Approval • • Neither locked material components nor parts to be discontinued may be used. For more information on the approval procedure for master recipe changes. the following data can still be changed: − − − − − • Order dates Settlement rules Order quantity: The quantity can only vary within the charge quantity range defined for the recipe. If you manufacture in compliance with GMP. Exceptions when Approving Collective Orders Each order in a collective order is checked individually and approved independently of the other orders. approval is denied for a subordinate order. April 2001 39 . no changed to the material list may be made. For each non-approved order in the collective order. The collective order cannot be released until all orders have been approved. After making the changes. • • • If the prerequisites are met. Batches: Batches can be assigned for material components that are subject to batch management. approval is not withdrawn automatically for the higher-level order or the collection as a whole. only changes to MRP data in the order are allowed. an individual approval is required to meet the prerequisites. • The system statuses APNG (Approval not granted) and APRS (Approval withdrawn) are set. If.]. note the following: The approval procedure is not supported for BOMs of phantom assemblies.

Display log on withdrawal of approval: Goto → Logs → For reading master data. Withdrawal of approval: Process order → Functions → Approval → Withdraw approval (Individual) Approval: Process order → Functions → Approval → Individual approval 40 April 2001 .Process Orders (PP-PI-POR) Creating Process Orders Requiring Approval SAP AG Activities Create process orders that require approval: Follow the steps outlined in Creating Process Orders with Material and Master Recipe [Page 18].

Procedure 1. The system lists all planned orders that correspond to the selection criteria you entered. Choose Continue. 5.to). 3. the MRP controller you enter cannot be checked. you can also enter an interval in the Opening date range fields. The system converts all selected planned orders. In the list of the selected planned orders. You call up this log by choosing in the Result column. material. A*. the MRP area and the MRP controller of the process orders you want to convert. and sales order are also available. and AEB). you can simultaneously convert them into process orders via collective conversion. change the order type of the selected planned orders. Alternatively.SAP AG Process Orders (PP-PI-POR) Converting Planned Orders Collectively Converting Planned Orders Collectively Use If several planned orders exist in the same plant. In this case the system will warn you. April 2001 41 . This is what is usually done in integrated production planning and control. Choose Process order → Create → With planned orders. If you select without a planning plant. A log is created for each planned order for which the conversion is called up. If necessary. you can delete planned orders you do not want to convert from the list by choosing . for all materials starting with the letter A). If you want to limit the selection of the planned orders to be converted according to your opening date. the values are automatically suggested by the system. 6. You can display a planned order by double-clicking it (number of the planned order in the Planned order column). In the Material field you can search with any character string (for example. You can then choose to select and convert the remaining planned orders together. If an opening horizon is already defined in your user master record (parameter IDs. AEV. you must enter an order number for the order. 2. you can call up dependent objects by doubleclicking a planned order or material. The Collective Conversion of Planned Orders: Initial Screen appears. Enter the process order type with which the process orders are to be created. The selection criteria opening date (from . Choose Convert. Enter the planning plant. Select the planned orders you want to convert. If you specify an order type which requires external number assignment for a planned order. 4.

choose Logistics → Production . To convert planned orders into requisitions. display the selection area with Selection parameter on/off. To do this.process → MRP → Planned order → Convert pur. → Collect. conversion. Only planned orders which allow in-house production are proposed for selection.Process Orders (PP-PI-POR) Converting Planned Orders Collectively SAP AG You can make a new selection of planned orders at any time. req. 42 April 2001 . enter the selection criteria and choose .

Enter the planned order number as well as the order type of the process order you want to create. 5.SAP AG Process Orders (PP-PI-POR) Converting Planned Orders Individually Converting Planned Orders Individually Prerequisite The Conversion indicator must be set for the planned order you want to convert. resources and material list components are copied into the process order. When the system selects a valid master recipe. such as order quantity and order dates. Check the data copied from the planned order and change it if necessary. The Create Process Order: Initial Screen appears. April 2001 43 . 4. you must also enter the number of the process order you want to create in the Process order field. Save the process order. The material must allow in-house production. 2. If the order type you have entered requires external number assignment. such as operations and phases.Process. Choose Process order → Create → With a planned order. 1. 3. Choose Continue. all the recipe data. Procedure Choose Logistics → Production . The system copies all the data contained in the planned order.

Choose Save. . As soon as a partial quantity is converted to a process order. Planned order → Convert to proc. the corresponding line on the screen cannot be deleted. you must cancel the transaction and carry out a new partial conversion. choose 3. choose Back to return to the screen with the partial quantities. Enter the quantities and dates. and choose →SubProcOrd. 1. For the conversion. To delete. the system uses the scheduling type defined in Customizing for the order type (and plant) entered. %0000000001). Depending on where you are in the system. Set the Partial conversion and choose Continue. and choose Continue. Procedure You can call up the function for partial conversion from various locations in the system. Since these process orders are not yet saved. A planned order by double-clicking it in the Additional Data for MRP Elements dialog box. After you have made the changes. In the stock/requirements list In the MRP list In material requirements planning 2.Process Orders (PP-PI-POR) Partially Converting Planned Orders SAP AG Partially Converting Planned Orders Use Use this procedure if you want to process a planned order in partial quantities. A process order is generated for each partial quantity. Choose Generate. you can change it in the individual orders after the conversion. indicator. 4. The system generates one process order per line. If you want to carry out several partial conversions. they are given temporary order numbers (for example. Result The system saves the process orders. → Individual conversion. If you want to make further changes in an order. choose in the following ways: If you are … In the SAP menu Choose Logistics → Production .Process → Process Order → Create with a Planned Order. order. and choose →SubProcOrd. select the line and choose Goto → Process order. set the Partial conv. However. A planned order by double-clicking it in the Additional Data for MRP Elements dialog box. 6. 44 April 2001 . The Create Process Order: Header screen appears. 5.

SAP AG Process Orders (PP-PI-POR) Partially Converting Planned Orders A planned order that was partially converted is fixed. If the total of the process order quantities created is smaller than the planned order quantity and the Delete planned order indicator is not set. irrespective of the planned order quantity still open. the system always uses the production version that is valid for the original planned order quantity for a partial conversion. A fixed planned order is not changed in an MRP run. the planned order quantity is reduced accordingly. April 2001 45 . If you do not want to convert any more planned orders. set the Delete planned order indicator. Its secondary requirements are reduced in accordance with the partial quantity entered. If the total of the process order quantity created is greater or equal to the planned order quantity. the planned order is deleted. If the master recipe selection for the process order to be created is controlled via a production version.

you can specify whether you also want the order to be automatically rescheduled before saving whenever you make changes that are relevant to scheduling. A process order is always scheduled automatically when it is created. the scheduling function calculates the production dates and capacity requirements for all operations within a process order. or you enter them manually on the header screen of the process order. In Customizing.Process Orders (PP-PI-POR) Scheduling SAP AG Scheduling Use In order processing. The scheduling process starts with the basic order dates (basic start and basic finish). The system either takes the basic order dates from the planned order. 46 April 2001 .

the system calculates the scheduled start and finish dates. you will have to enter both the start and finish dates of the order. The individual operations are not scheduled. the system calculates the scheduled start and finish dates. If you enter the order start and finish dates. • Backward scheduling: If you enter this scheduling type on the Main Header screen. If you enter the order start date. the system calculates the scheduled start and finish dates. • Scheduling to current date: If you enter this scheduling type on the Main Header screen. the system schedules backwards starting from the order finish date. The system then calculates the scheduled start and finish dates. You then enter the order finish date and the system calculates the scheduled start and finish dates. If you enter the order finish and start dates.SAP AG Process Orders (PP-PI-POR) Scheduling Types Scheduling Types You can schedule a process order using the following scheduling types: • Forward scheduling: If you enter this scheduling type on the Main Header screen. If you enter the order finish date. • Only capacity requirements: If you enter this scheduling type on the Main Header screen. April 2001 47 . the system calculates the scheduled start and finish dates. It then writes the scheduled start and finish date into each of the operations. The system calculates the scheduled start and the scheduled finish of the order by adding the float before production to the order start date and subtracting the float after production from the order finish date. the system schedules forwards starting from the order start date. the system takes the current date as the order start date and schedules forwards.

Process Orders (PP-PI-POR) Scheduling Parameters in Customizing

SAP AG

Scheduling Parameters in Customizing
Scheduling parameters are entered in Customizing for Process Orders (Operations → Scheduling → Define Scheduling Parameters) for each order type, plant and production scheduler (specified in the material master). Parameters that influence the scheduling of a process order are described below.

Scheduling Type
The scheduling type [Page 47] determines how scheduling is carried out (for example, backwards). When you create a process order, the scheduling type is proposed on the order header screen. You can, however, overwrite this scheduling type in individual process orders.

Current Date Scheduling
In Customizing, you can specify that an order is to be rescheduled as soon as it is delayed by a certain number of days. If the order start date lies further in the past than the specified number of days, the system will automatically carry out current date scheduling during the next scheduling run. Current date scheduling is forward scheduling, starting from the current date, which is reduced as much as possible (see Reduction Measures [Ext.]).

Rescheduling
You can specify that a process order is to be rescheduled when you save it (Schedule automatically indicator). If changes are made to the order that are relevant to scheduling and this indicator is not set, the order is given status NTER (date not current).

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Process Orders (PP-PI-POR) Changing the Scheduled Dates Manually

Changing the Scheduled Dates Manually
You can change the scheduled start and finish of the order manually (Header → Change in Dates → Scheduled dates) • • If you entered the scheduled start date manually in forward scheduling, the system uses this date as the fixed starting point for scheduling the order. If you enter the scheduled finish date manually, the system uses this date as the fixed starting point for scheduling the order.

In both cases, you can overwrite the dates manually, and enter a different scheduling type. You can then reschedule by calling up the function Process order → Functions → Schedule.

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Process Orders (PP-PI-POR) Order Floats

SAP AG

Order Floats
Since malfunctions can never be completely avoided in the process flow, the system takes certain time-related floats (before and after production) in account when scheduling an order. The float before production fulfills two functions: • • It can neutralize delays during the staging of ingredients. It offers you the option of shifting production dates towards the present if capacity bottlenecks occur at any of the resources involved. In this way, the float before production can also be used for capacity leveling as a float before and after production.

The float after production is used to neutralize unforeseen malfunctions in the production process so that these do not shift the scheduled finish of the order. The float before production and the float after production are defined for each material via a scheduling margin key. This scheduling margin key, which is predefined in Customizing for Process Orders (Operations → Scheduling → Define Scheduling Margin Key), is copied automatically from the material master when you create an order. However the times can be changed in the order. The system calculates the scheduled start of the order by adding the float before production to the order start date. It calculates the scheduled finish of the order by subtracting the float after production from the order finish date. The system subtracts the number of days defined in the release period from the scheduled start of the order, thus calculating the release date of the order.

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Process Orders (PP-PI-POR) How the Control Key Influences Scheduling

How the Control Key Influences Scheduling
The control key of the operation influences scheduling in the following way: • • If, according to its control key, an operation is scheduled, the system calculates the duration and the dates of the individual operations. If, according to its control key, an operation is not scheduled, the system assumes that all the operations have a duration of 0.

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If the operation is relevant for scheduling. A phase network is scheduled and the phase order dates are carried over to the operation. the whole operation must be relevant for scheduling. The scheduling function calculates the duration of each phase. then at least one phase must also be relevant for scheduling. If the scheduling indicator is flagged in the control key. If you have entered the default values of phases in the master recipe. The duration of the superior operation is defined by the duration of the individual phases. the system uses this data to schedule (using the order dates in the initial screen). Each phase is scheduled using the scheduling formula stored in the resource data. If one phase of an operation is relevant for scheduling. the operation or phase is relevant for scheduling. You can also maintain relationships between phases of different process orders. The start time of the first phase plus the finish time of the last phase is the start and finish of the operation. 52 April 2001 . You create temporal relationships between phases by maintaining their relationships.Process Orders (PP-PI-POR) Scheduling Phases SAP AG Scheduling Phases The duration of operations is defined by the duration of the individual phases.

You can define a working/operating time in the system by specifying the start and end of shifts as well as the breaks for each workday. work finish. Additionally. The calendar used for scheduling distinguishes between workdays and non-working days.SAP AG Process Orders (PP-PI-POR) Scheduling Rules Scheduling Rules Working/Operating Time The working/operating time specifies when work can be carried out. If the unit of the individual phase is greater than or equal to the working day. April 2001 53 . the phases are scheduled to the day on the basis of the calendar used for scheduling. or midnight.]) when times are exactly at work start. The following rules apply: • • If the unit of the phase duration is smaller than the unit day. the working/operating time per working day applies. there are specific rules for date determination (see the Date section in Date Determination at Operation Level [Ext.

]). Features The system uses the following data to determine the secondary resource dates: • • The dates of the superior phase or operation The offset between the start and finish dates of the phase/operation and the secondary resources. Prerequisites • You have chosen a scheduling type that allows secondary resource scheduling (see Scheduling Type [Ext. Secondary resources are not scheduled in scheduling types with the Only capacity requirements indicator. The scheduled start and finish dates of the recipe or order are used for these resources. • A control key has been assigned to the secondary resource in which the Scheduling indicator has been set (see Control Key [Ext. that is. the system uses the dates of the superior operation or phase for the secondary resource. If the Scheduling indicator has not been set in the control key.Process Orders (PP-PI-POR) Secondary Resource Scheduling SAP AG Secondary Resource Scheduling Use The system uses this function in master recipe or process order scheduling to determine the start or finish dates of the secondary resources. the secondary resource date is before the reference date The following rules apply in secondary resource scheduling: • • If no offsets have been defined for a secondary resource. which has been defined in the detail data of the secondary resource (see Definition of Earliest and Latest Dates [Ext.]) A positive offset is added to the corresponding phase or operation date. the system uses the relevant phase or operation date as the secondary resource date. The following graphic illustrates secondary resource scheduling. that is. the secondary resource date is after the reference date A negative offset is subtracted from the corresponding phase or operation date. 54 April 2001 .]).

. 10. SR. 13:15 13:30 13:45 14:00 14:15 14:30 14:45 15:00 15:15 15:30 15:45 Ph.SAP AG Process Orders (PP-PI-POR) Secondary Resource Scheduling 13:00 . LD Ph. 22 Ph. LD SR. 21 Ph. ED Ph. 13. 12 Ph. ED SR. 11 Ph. 23 SR. 13. 20 OS = 5min OS = 5min OF = 5min OF = 5min OS = 0 OS = 0 OF = 0 OF = 0 Key: Ph SR = Phase = Secondary resource ED LD = Earliest date = Latest date OS OF = Offset to start = Offset to finish April 2001 55 . Ph.. 10.

56 April 2001 . the system takes work breaks into account.Process Orders (PP-PI-POR) Midpoint Scheduling and Capacity Scheduling SAP AG Midpoint Scheduling and Capacity Scheduling In capacity scheduling. Starting from a selected point in time. Secondary resources are also scheduled according to capacity availability provided that they have the necessary control key. forward or backward scheduling can be carried out.

The dates of calculated capacity requirements correspond to the dates of the operation. as scheduling is carried out implicitly via the phases. The operations are not scheduled. April 2001 57 . The value is calculated at scheduling.SAP AG Process Orders (PP-PI-POR) Capacity Requirements Capacity Requirements Capacity Requirements of an Operation Operations have capacity requirements with a value of 0.

the information is gathered in the form of messages in the scheduling log. the scheduling run is not interrupted. The log records all the information which is information on scheduling. you can define control parameters which specify whether the scheduling log is automatically displayed after each scheduling run. the system creates a scheduling log in the process order. If. for example. 58 April 2001 . data relevant to scheduling is not maintained in a resource or in an operation.Process Orders (PP-PI-POR) Scheduling Log and Results SAP AG Scheduling Log and Results For every scheduling run. or whether it has to be called up via the menu. Instead. The scheduling log is used to: • • collect messages issued by the system during the scheduling run sort and group together the system messages according to certain criteria. In Customizing.

The system schedules the process order and creates a scheduling log. Select the menu options Process order → Functions → Schedule. Date/Quantity Overview Via the header screen Date/quantity overview. The system displays an overview of the messages collected. Select the menu options Operation → Overview of dates. The system displays a detail screen showing the dates (and times) of the operations and phases you have selected. Call up a process order (only in create or change mode). April 2001 59 . start and finish dates of the process orders as well as of the planned order. Scheduling Results You can call up the scheduling log. proceed as follows: 1. Calling up Scheduling To call up scheduling. if you have converted a planned order. Detail Screen of Operation Dates To display the dates of the individual operations and phases. flag the operation or phase whose dates you want to display. proceed as follows: Select Goto → Logs → For scheduling. In the Operation overview screen. 2.SAP AG Process Orders (PP-PI-POR) Scheduling and Scheduling Results on the Screen Scheduling and Scheduling Results on the Screen This section describes how to call up the function Scheduling and how to display the scheduling results on the screen. 2. proceed as follows: 1. you can display the release.

60 April 2001 . you need to specify the components required for production in the order.Process Orders (PP-PI-POR) Material List Components SAP AG Material List Components Use When you create a process order. If the relevant data is already contained in the master data. it is automatically transferred into the process order.

or assigned components can be changed. Examples are: – “L”: Item kept in stock For items with this category. – – “T”: Text item This item category does not refer to materials. • • Data from the Master Recipe If a master recipe exists for the material to be produced. Co-product (CO): This indicator specifies that the component is a co-product. Item type is “L”. The following information is also taken over for each component: • Item category: The item category determines how the component is dealt with in the order. the system creates a reservation when creating the order. You can only specify a material as a co-product if it has been set up in the material master as such. Items with category “D” or “TI” are not taken over into the process order. A bulk material item is only listed for information purposes. but is provided at the resource. Coproducts must be entered in the material list with a negative quantity. it is not issued from stock for the order. – “R”: Variable-sized item This category specifies that the component is kept in stock and that variable sizes are maintained for the component. This means that the withdrawal of the material is not posted until the corresponding operation is confirmed. April 2001 61 . It is not relevant for material requirements planning or costing. Backflushing (BF): This indicator specifies that the material component is backflushed. you can enter different document types. Bulk material indicator (BM): If the material is marked as bulk material. the material list components are automatically taken over into the process order as components.SAP AG Process Orders (PP-PI-POR) Data from the Material List Data from the Material List Data from the Material List If a material list exists for the material to be produced. – “N”: Item not kept in stock The system creates a requisition when creating the order for components in this category. • • Costing relevancy indicator (CR): This indicator specifies that the component is fully relevant to costing. “D”: Document item With this item category. components can be assigned to specific operations/phases in the recipe. The item only contains text.

Process Orders (PP-PI-POR) Data from the Material List SAP AG 62 April 2001 .

If you select No. for another material. the system will create the order without a material list. a dialog box will appear informing you that no material list exists for this material and asking if you want to use a different material list. April 2001 63 . However.SAP AG Process Orders (PP-PI-POR) Creating a Process Order for a Material without a Material List Creating a Process Order for a Material without a Material List Use If you create a process order for a material without a material list. for example. you can branch to the material list after the order has been created and enter a new material list there. If you select Yes. the system will ask you to enter a material with a material list.

If you delete a component which is allocated to a released operation. You can allocate. change or delete components in the order as long as the system statuses “created” or “released” are active. proceed as follows: 1. 3. You can display a list of all the operations and phases contained in your process order by clicking on Operation list. note the following: • • You cannot change the item category of a component once it has been created in the order. You should. The following detail screens exist for components: • • • • General data Co-product Purchasing data Text item To change component allocation to operations or phases. The system displays a pop-up Reallocate. in which you can change the allocation of the component from one operation or phase to another. you can enter or change material components in the Material list screen of the process order. you can no longer enter data for the component. You can change component data both in create and change mode. the system continues to display the component in the order. Now select the menu options Edit → Reallocate.Process Orders (PP-PI-POR) Entering or Changing Material Components in the Material List SAP AG Entering or Changing Material Components in the Material List Whether your material has a material list or not. Select the component whose allocation you want to change. however. However. create. 2. 64 April 2001 . The status “deletion indicator” is activated in the component.

Final issue: This indicator is set automatically for a goods movement when the total reserved quantity has been withdrawn or delivered. Co-product: Indicator showing that this material component is a co-product. You can assign the revision level to a change with reference to a change number. Sort string: String that can be defined for sorting components in the display. Issue quantity: This is the component quantity already issued from stock for the order. Plant: Plant in which your material component is stored. these can be assigned to the operation or the phase in which they are processed. you can show the common production of different materials within one process order.SAP AG Process Orders (PP-PI-POR) Component Detail Screens Component Detail Screens You can branch to any of the screens described in this section by selecting a component in the Material list and selecting Component → <Detail screen>. Storage location: Storage location of material. Co-Product . Quantity data: Requirements quantity: This is the amount you require of the individual component in order to produce the order quantity.Item Data With co-product manufacturing. Committed quantity: This is the quantity confirmed in the availability check. Item category: Such as stock item or non-stock item. such as Released. Batch: If the component is subject to batch management. Item: Item number of the component in your material list. The costs of an order are collected for the entire process and then can be distributed to the various co-products using an equivalence number or a percentage entry. General Data This screen contains the following data: Component data: Material: The number of the material component you have selected. Requirement date: Date by which the requested quantity of material is needed. This means that an order for several co-products describes the common production as well as specifying the common materials for the process. you can enter the number here. Unit of measure: This is the unit of measure in which stock of this material is managed. April 2001 65 . Status: Component status. Within a process order manufacturing co-products. Revision level: Indicates the change status of an object.

Co-Product . both in the material master and in the material list. The cost receiver can. you maintain the settlement rule. Unloading point: The point (such as a dock) where the material is unloaded.Process Orders (PP-PI-POR) Component Detail Screens SAP AG Process materials represent a material type for which no updating of inventory quantities or costs is required. • Goods receipt data: Storage location: The location to which the component is posted. this screen shows: • Order item data: Quantity: Quantity of a co-product produced using this order. Distribution: This is the distribution key for MRP. you can enter the cost receivers to which you want to distribute the costs of production. Batch: If the co-product is subject to batch management.. GR processing time: This is the goods receipt processing time in days. When a process order is settled. for example. GR quantity: This is the quantity of goods received for the order item. Delivery completed: If this indicator is set. • Control data: Quality inspection: This indicator shows that the component is subject to quality inspection and that the goods receipt is posted to QM stock. You will only be able to branch to the co-product screens if your component is marked as a coproduct. such as the name of the material. Process materials are used as “starting points” for master recipes and process order in the production of co-products.Settlement Rule On this screen. Offsetting entries are generated automatically to credit the process order. In addition to the general data. 66 April 2001 . the actual costs incurred for the order are settled to one or more receiver cost-objects (such as to the account for the material produced or to a sales order). • Tolerance data: Underdelivery/overdelivery tolerance: This is the percentage by which an underdelivery or overdelivery of this component will be accepted. On this screen. you can enter an existing batch number or create a batch master record. no further goods receipts are expected for this order item. Under Receiver no. be a material or a cost center. • Delivery data: Goods recipient: You can enter the recipient for whom the material is destined here. Valuation type: This key uniquely identifies stocks of a material subject to split valuation. You can select the Unlimited field if this percentage value is unlimited. The valuation category determines which valuation types are permissible for a material. you enter the name of the settlement receiver.

April 2001 67 . On this screen. Purchasing Data You can only call up this screen for components with item category “N” (non-stock item).SAP AG Process Orders (PP-PI-POR) Component Detail Screens You can either apportion the costs to the various settlement receivers using a percentage. The costs of the order are then distributed proportionately to the settlement receivers. you can enter general data for the component. You use this screen to maintain data for external procurement. or by entering an equivalence number. Item Text This screen is only relevant for components with the item category “T”. as well as a descriptive text for the item.

You can assign components either • • in the master recipe or in the process order itself.Process Orders (PP-PI-POR) Assigning Components SAP AG Assigning Components You can assign components to any operation or phase. All components which have not been assigned to a particular operation or phase in the master recipe are automatically assigned to the first operation in the order at the time of order creation. 68 April 2001 . change the assignment of components by reassigning them to different components (see section Reassigning Components [Page 70]). You can. however.

The system will then display a pop-up in which you need to enter the operation or phase to which you want to allocate this component. For example. Press Enter. You can click on Operation list to display all the operations and phases. where you can enter the data. April 2001 69 . 3. proceed as follows: 1. it will branch automatically to the respective screen. If the system requires further information. Call up the Material list screen and enter the following data for your component: – – – – material number requirements quantity unit of measure item category 2. if you enter a nonstock component.SAP AG Process Orders (PP-PI-POR) Creating Components Creating Components To create a component in the material list of your process order. you automatically branch to the Purchasing data screen.

You can display a list of all operations and phases by clicking on Operation list. Press Continue. 2. A dialog box containing two fields appears: – – the operation or phase to which the component is currently assigned an input field in which you can enter the new operation or phase. Select the component that you want to reassign and click on Edit → Reassign in the Material list screen. 70 April 2001 . proceed as follows: 1.Process Orders (PP-PI-POR) Reassigning Components SAP AG Reassigning Components To reassign components. 3.

Choose Edit → Sort in the Material list screen. you return to the Material list screen. 2. which now lists the items sorted according to your selected criterion. 3. Once the system has finished sorting the components. 4. April 2001 71 . In the remaining pop-up. Now select Close to close the window.SAP AG Process Orders (PP-PI-POR) Sorting Components Sorting Components You can sort components in the material list according to various different sort criteria. Proceed as follows: 1. click on Copy to have the system sort according to your chosen criterion. The system displays a pop-up containing all the possible sort criteria. You can choose a criterion and click on Copy.

4. The system displays a pop-up in which you select New selection to display all the possible filter options. 6. Click on Copy and then Close to close the window. Selection criteria might be. 72 April 2001 . if you have chosen BOM item as your filter criterion. 2. 3. 5. you will have to enter the numbers of the BOM items in this screen and then select Filter. for example: • • • missing part item category backflushing Proceed as follows to filter components: 1. When you filter the components. In the remaining pop-up. The system filters your components and returns to the Material list screen. You can now choose a criterion according to which you want to filter your components. Select Edit → Filter in the Material list screen. click on Copy to have the system filter according to your chosen criterion. The system now displays a pop-up in which you have to enter additional data.Process Orders (PP-PI-POR) Filtering Components SAP AG Filtering Components You can filter components according to certain criteria. For example. the system displays only the components which meet the entered criteria.

proceed as follows: 1. select the component you want to delete and choose the menu options Edit → Delete. April 2001 73 .SAP AG Process Orders (PP-PI-POR) Deleting Components Deleting Components To delete components. If the process order has already been released. The system deletes the selected components. 2. In the Material list screen. the deletion indicator is set for the component.

74 April 2001 . You can also split batches in process orders. The Classification screen of the process order appears. If you choose Find object. you can classify the individual material components in your material list. Batch determination You can classify a component that is subject to handling in batches for the purposes of batch determination.Process Orders (PP-PI-POR) Classifying Material List Components SAP AG Classifying Material List Components On the Material list screen. where your batch number is now entered. For more information. you must enter the component a corresponding number of times in the material list. you would assign the same class to this component as you have assigned in the material or batch master. In this case. Classifying the individual components has two purposes: 1. you use the class type 022 (or 23. 2. you need to enter a separate batch number from the list of available batches. Matchcode Selection You can also select the batch number via a matchcode selection directly in the Batch field. Use the same class you use for the material for the component. If you wish. From a logical point of view.Batch Management under Batch Determination [Ext. You can then select the desired batch and return to the Material list screen.]. the system displays the batches that match your criteria. For each entry. You can now assign values to the characteristics of this class. depending on the batch level) for batch classification. If you need to select more than one batch. The system uses these values for the purposes of material quantity calculation in the calculation sheet. you can select by batch class. Material quantity calculation: When you classify a component in the material list. you can assign a further value to your class. see the R/3 Library LO .

The following is displayed on this screen: • • Requirements quantity This is the total quantity you require for your order Open quantity This is the remaining quantity you still require April 2001 75 . You have three batches of solution.90. The material solution is classified as active batch of the class type 022 or 023. which have been inspected by Quality Management. you require 100 L of the material component solution. Batch Determination Screen You call up the Batch processing screen by marking a component and choosing Material → Batch management → Trigger batch det. The characteristic active ingredient. is assigned to the class active batch. At goods receipt. with an interval value of 60 -90. The indicator S in the Material list screen shows whether a batch split is possible for the component you have marked. components → Batch processing in the material list.SAP AG Process Orders (PP-PI-POR) Example: Batch Splitting Example: Batch Splitting For a particular reservation. The values for these batches are as follows: Batch 1: Active substance ingredient: 70 Batch 2: Active substance ingredient: 60 Batch 3: Active substance ingredient: 89 Quantity of batch: 50 L Quantity of batch: 20 L Quantity of batch: 35 L You can select all the batches you need that correspond to your desired criteria. and make up the quantity of 100 L that you require for your reservation. you have classified all batches of solution as follows: The characteristic Active substance ingredient has an interval value of 60 .

for example. However. capacity requirements planning. • • Integration You enter the formulas for material quantity calculation in the master recipe or process order. material items and their batches Operation and phase quantities The scrap to be expected for an operation or phase You need this function to adjust the quantities defined in the bill of material (BOM). Material quantity calculation is always performed during further processing when you use the production version to select a recipe and BOM and then carry out scheduling. convert planned orders. material quantity calculation determines the order-specific quantities. or during product costing. when you create a process order. necessary for reservations or direct cost statements. To calculate the expected phase scrap if you want it to be displayed in the phase data in the order (Quantities/Activities screen) and make it available for planned/actual evaluations carried out in the Logistics Information System To calculate operation and phase quantities if they are not identical to the product quantity. the basis for the calculation has changed due to batch determination. You may want to do this. that is. In the process order. if. and costing. for example. for example. a batch of a component is always used up completely. the base quantity of the master recipe or the order quantity if it must be adjusted to modified component quantities. you can change them in the order and start the calculation again. but not when you carry out material requirements planning without a detailed plan. If required. that is. if you must take the quantity difference caused by the scrap produced into account. or process order in the following cases: • • To calculate the component quantities if they are not proportional to the product quantity or if different active ingredient concentrations of batches must be taken into account To calculate the product quantity. The formulas for the calculation are taken from the master recipe.] of a master recipe or a process order to visually reproduce the dependencies between the following values: • • • • Quantity and properties of a product. for example. This means that it is performed. In material requirements planning and product costing. you transfer the formula results from the recipe to the BOM. scheduling. for example.Process Orders (PP-PI-POR) Material Quantity Calculation SAP AG Material Quantity Calculation Use You use this function for a production version [Ext. This may be the case if. The quantities calculated in this way are used as the basis for reservations. such as the active ingredient proportion Quantity and properties of material components. master recipe. material quantity calculation is used to calculate the material and operation quantities that are. 76 April 2001 .

to use material quantity calculation together with active ingredient management of the Batch Management component to plan the quantity structure of your orders on the basis of exact active ingredient quantities. also bear in mind the following: • • The formulas for the product and component quantities may not mutually refer to each other. If you have planned a scrap quantity for a component in the material master record. for example. you must have defined a production version for the master recipe. If you have planned a scrap quantity for a product in the material master record or the order header. you must create the process order with the corresponding production version. If you perform quantity calculation with formulas. the system automatically increases the product and component quantities during quantity calculation without formulas. you must have activated scrap management in the parameters of the relevant order type (see Customizing for Process Orders). For this reason. To transfer the scrap calculated in material quantity calculation to the corresponding phase in the process order. If required. do not enter formulas for: − − Directly-produced components of the leading order Materials or phases of subordinate orders • April 2001 77 . material quantity calculation is only supported within the leading order.SAP AG Process Orders (PP-PI-POR) Material Quantity Calculation Prerequisites • • • To be able to use material quantity calculation in a master recipe. you can use the formulas of the operation and phase quantities to visually reproduce the quantity difference caused by the scrap produced. Header quantities and component quantities of subordinate orders are calculated in proportion to the product quantity. • The scrap quantity calculated for a phase does not automatically reduce the succeeding phase quantities. In collective orders. you must explicitly include it in the formula. Important Information about Value Processing Depending on the type of value to be calculated. the BOM. or the material list of the process order. the system automatically increases the component quantity during quantity calculation without formulas. Features Formula Definition You can use the following functions in material quantity calculation to define formulas: • • The common arithmetical operators and functions as well as references to quantities and material properties (see Basic Functions of Material Quantity Calculation [Page 79]) Functions that you can use to perform material quantity calculation based on batch data (see Material Quantity Calculation with Batch Data [Page 86]) This function enables you. However. the system does not automatically take the planned scrap quantity into account. To transfer the data from material quantity calculation from a master recipe to the process order.

Note. Product quantity calculation is not carried out during automatic material quantity calculation. • Manually in the master recipe or process order Here you decide whether the product quantity is calculated in addition to the component.] Performing Material Quantity Calculations [Ext. however. that component quantities without a formula are not adjusted to the modified product quantity. phase. Component quantities for which no formulas are defined have already been calculated in proportion to the product quantity (for example. phase. When you carry out product quantity calculation. Activities • • Defining Material Quantity Calculation [Ext. and scrap quantities.] 78 April 2001 . and scrap quantities for which a formula has been defined. during order release or BOM explosion).Process Orders (PP-PI-POR) Material Quantity Calculation SAP AG Performing Material Quantity Calculation You can start material quantity calculation as follows during production planning: • Automatically together with functions during which scheduling is carried out (see Integration above) Material quantity calculation calculates component. the system automatically recalculates the component quantities with a formula afterwards. operation. operation.

To transfer the data from material quantity calculation from a master recipe to the process order. When you call up material quantity calculation. all numerical material properties as well as a field for any interim results For materials for which you use batch determination. you are given the following: • • • The planned quantity for each operation as well as a field for any interim results The planned quantity for each phase. You must classify the material master record or the BOM item with a class of class type Batch. the value from the BOM or. Prerequisites • • • To be able to use material quantity calculation in a master recipe. you must have defined a production version for the master recipe. if this value is missing. the following requirements must be met: − − − It must be possible to enter the property as a numeric value. you must create the process order with the corresponding production version. you are given: − In the master recipe. the value from the material master record April 2001 79 . If you must take the values of batches into account in a calculation. For you to be able to take material properties into account in material quantity calculation.SAP AG Process Orders (PP-PI-POR) Basic Functions of Material Quantity Calculation Basic Functions of Material Quantity Calculation Use You can use the following functions in material quantity calculation whenever you do not need to access batch data for the calculation. a field for the scrap to be expected. Features The data of all materials. operations. You must assign the property as a characteristic to this class and assign a value to it in the material master record or the material list as well as in the material list of the process order. and phases that are used in the master recipe or process order are available in material quantity calculation. you can also use the functions described in Material Quantity Calculation with Batch Data [Page 86]. you are given the following in material quantity calculation: − − A line containing the original quantity of the material item for the totals record (line 4 of the example below) A line containing the transferred batch quantity for each batch (lines 5 to 7 of the example below) For material properties. and a field for any interim results The planned quantity for each material.

are treated like absolute values during the calculation.000 L 3.Process Orders (PP-PI-POR) Basic Functions of Material Quantity Calculation − SAP AG In the process order. BA:ABC3 MT Key: MT OP BA 0000 0110 0110 0010 0010 0010 0010 Sign 1:Qty 100. however. the value of the batches used If multiple values or value ranges have been defined. be used to calculate the remaining quantities. scrap. OP 3 . and phases This field does not directly influence the quantity structure of an order. Its value can. operations. Example: Data of Material Quantity Calculation Line Description Type Item 1 XYZ MT 2 . BA:ABC1 MT 6 ….00 % 3:Scrap UM 4:Interim res.<Column of the field>] In the graphic above: – [001. You can use the following operands to define your formulas: • Number constants. 40.000 UM 2:Charact.000 L 50. the value from the material list of the order or. the planned value from the material list is normally still displayed in the totals record.000 100. BA:ABC2 MT 7 ….ABC MT 5 …. 1. References are displayed as follows in the formula: [<Line of the field referred to>. 1 UM L L L L 70.. the system uses the lowest value.00 % 80. • References to quantity.001] refers to the quantity field of product XYZ 80 April 2001 . such as: –5. and characteristic fields and interim results Note that the system does not take the unit of measure of referred values into account. after the batch determination.1416. no unit has been assigned to the characteristic.-Charge mat. OP 4 …. 3. however.3E12 The system expects the decimal point or the sign defined for decimal expressions in your user defaults.Create mix.000 L Material Operation or phase Batch You can enter formulas for the following fields: • • • • The quantity fields of the materials as long as batch determination has not been carried out The quantity fields of the operations The quantity and scrap fields of the phases The Interim results field of materials.00 % 70.000 100. If. the system displays the sum of all batch values instead. Percentages.000 93.00 % 90. After you have carried out batch determination. for example.

7182746352 LOG(2. not intended for negative numbers 10 DIV 3 = 3 10 MOD 3 = 1 Example Function ** IF…THEN… ELSE Meaning Exponentiation Returns the following value: – – If the statement after IF is true. you can use the operators or functions listed below: Operator + * / DIV MOD Meaning Addition Subtraction Multiplication Division Division using integers. the value of the expression after ELSE IF (2<3) THEN (5*6) ELSE (57) = -2 Absolute value Round to nearest integer Integral amount of a number.7182746352) = 1 SIN(0) = 0 COS(0) = 1 TAN(1) ≈ 1.8) = 1 SQRT(144) = 12 EXP(1) = 2. not intended for negative numbers Remainder after division (modulo function).55741 April 2001 81 . the value of the expression after THEN – ABS ROUND TRUNC SQRT EXP LOG SIN COS TAN If the statement after IF NOT is true. not intended for negative numbers Square root Power to base e Logarithm to base e Sine Cosine Tangent ABS(-2) = 2 ROUND(1.8) = 2 TRUNC(1.SAP AG Process Orders (PP-PI-POR) Basic Functions of Material Quantity Calculation – [004. the value of the expression after ELSE Example 3**3 = 27 IF (2<3) THEN (5*6) ELSE (57) = 30 IF NOT … Returns the following value: THEN…ELSE – If the statement after IF NOT is false.002] refers to the characteristic field of component ABC In addition. the value of the expression after THEN If the statement after IF is false.

Process Orders (PP-PI-POR) Basic Functions of Material Quantity Calculation SAP AG Example Calculating Header and Component Quantities [Page 83] 82 April 2001 .

Discharge 19 ….Fruit premix 5 ….-Charge mat. 3 .000 25. Instead.Create mix. The quantity of water..000 UM L L L L L L 1 Fruit juice 2 .7 Calculating the Component Quantities If you want the system to recalculate the component quantities after calculating the fruit juice quantity. and lemon juice and fill it in 20-liter containers.25 For the lemon juice: April 2001 83 .000 PC Calculating the Product Quantity The product quantity in the order is determined by the available fruit premix quantity. you want to use one tank and thus a complete batch for the production. for example: Line Description Type MT OP OP MT MT MT MT OP MT Item 0000 0100 0110 0010 0020 0030 0040 0210 0050 Sign 1:Qty 100. you do not want to make a batch split for the fruit premix.001] / 0. you enter the required component quantities with reference to a base quantity of the material Fruit juice. 4 ….SAP AG Process Orders (PP-PI-POR) Example: Calculating Product and Component Quantities Example: Calculating Product and Component Quantities Scenario You want to make fruit juice from fruit premix. Remaining quantities smaller than 20 liters are directed to a collecting tank.. This means that you must enter the following formulas: • • For the water: [001. and sugar can be calculated in proportion to the fruit juice quantity.000 70. water.7 You therefore enter the following formula for the fruit juice: [004.000 L 5. sugar.000 3.. lemon juice.000 100.000 KG 100. Realization Entries in the Master Recipe and Bill of Material (BOM) In the BOM.Water 6 …. you must match up the product quantity and all other component quantities with the actual fruit premix quantity.001] * 0.Sugar 18 . These quantities are transferred to the Material Quantity Calculation screen in the master recipe. For this reason. the system must calculate the fruit juice quantity as follows: Fruit juice qty = Fruit premix quantity / 0. The following data is displayed. you must enter formulas for them. For shelf life reasons.000 100. For this reason.Container 9..Lemon juice 7 ….

Fruit premix 5 …. The system calculates the following: − − The required fruit premix quantity in proportion to the fruit juice quantity The required quantity of water. of containers = Fruit juice qty DIV Maximum qty of container This means.Water 6 ….000 L 15.Lemon juice 7 ….000 KG 300. and lemon juice as well as the number of containers using the formulas..001] * 0.Sugar 18 . lemon juice. 4 …. b. You carry out batch determination for the Fruit premix component. it uses the totals record for the fruit premix and thus the updated original quantity for this.000 75.000 300. you use the batch quantity 175 l as the original quantity and set the requirement quantity to 0. The system makes the following adjustments one after another: a. The following data is displayed: 84 April 2001 .000 9. As specified in the formula. sugar. you must enter the following formula: [001. the material data is processed as follows: 1.000 210.03 • For the sugar: [001. 2..09 SAP AG Only whole numbers make sense for the containers.000 UM L L L L L L 1 Fruit juice 2 .Create mix. 4. the following data is displayed: Line Description Type MT OP OP MT MT MT MT OP MT Item 0000 0100 0110 0010 0020 0030 0040 0210 0050 Sign 1:Qty 300. Since you direct remaining quantities into containers. and sugar as well as the number of containers required based on the formula As a result. You manually start product quantity calculation.000 PC 3. 3 .001] DIV 20 Process During Order Processing In the order.Container 27.Charge 19 …..001] * 0.. In the totals record of the material component. The following applies: No.000 300.-Charge mat. You create a process order for an order quantity or fruit juice quantity of 300 l for example. It calculates the fruit juice quantity. It updates the quantity of water. the system must first calculate the number of containers in proportion to the fruit juice quantity and then round it down to whole numbers. You use the batch that has the earliest expiration date and a quantity of 175 l.Process Orders (PP-PI-POR) Example: Calculating Product and Component Quantities [001.

.Create mix.000 250.000 250.-Charge mat.BA:Premix1 ….500 7.SAP AG Process Orders (PP-PI-POR) Example: Calculating Product and Component Quantities Line 2 3 4 5 6 Description .000 L 12.000 PC April 2001 85 .000 175.000 175..Container 22.000 62.Lemon juice 8 ….Fruit premix …..500 UM L L L L L L L 1 Fruit juice 7 ….Water Type MT OP OP MT MT MT MT MT OP MT Item 0000 0100 0110 0010 0010 0020 0030 0040 0210 0050 Sign - 1:Qty 250.500 KG 250.Charge 20 …. ..Sugar 19 . ….

Batch Management Prerequisites To be able to use material quantity calculation in a master recipe. or in case of a batch split. however.Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data SAP AG Material Quantity Calculation With Batch Data Use If you use materials that are subject to batch management. Integration • If you use batch data to calculate component quantities. If required. note the following when you carry out batch determination in the process order: − − You must first carry out batch determination for the components to whose data you refer in the formulas for other components. If you use active ingredient proportions. These functions can be used in addition to the functions described in Basic Functions of Material Quantity Calculation [Page 79]. you can use exact active ingredient quantities to plan the quantity structure of your orders. To transfer the data from material quantity calculation from a master recipe to the process order. you must start the calculation manually to update the data of dependent components. you must create the process order with the corresponding production version. several batches selected. you can perform material quantity calculation either for the physical quantity or for the active ingredient proportion of a component. you may need to take quantities and properties of specific batches into account when your perform material quantity calculations in the process order. Material quantity calculation is not automatically performed after batch determination in the order. you must perform the same calculation again after you have carried out batch determination due to the values of one. Depending on the active ingredient concentration of a component batch. different quantities of another component. 86 April 2001 . that is used as a filling material. See also: LO . In the process order. you must have defined a production version for the master recipe. you must use the values planned in the material item when you perform calculations there. for example. you may need. Since no batches are assigned in the master recipe. Material quantity calculation is not automatically performed after batch determination. SAP provides the functions described below to enable you to use the data of a material item in the master recipe and the data of subordinate batches after the batch determination in the process order. For this reason. • If you also want to use active ingredient management of the Batch Management component.

000 L 3. or the material list of the process order.NNM 70. the value from the material master record In the process order.00 % 30.00 % 3. BA:NNM1 MT 10 ….000 100. the BOM item or the material item of the process order as well as the batch with a class of class type Batch.000 LW 3. To avoid inconsistencies between active ingredient management and material quantity calculation.00 % 80.SAP AG Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data For you to be able to take into account batch properties such as the active ingredient potency in material quantity calculation..00 % 90. we recommend using the lowest characteristic value from material classification. Material quantity calculation uses the following values: − − In the master recipe.-Charge mat. In the material master record. 2 UM L L L L L 1 XYZ 2 .unit tab page). the following requirements must be met: • • • It must be possible to enter the property as a numeric value. 4 ….00 % 25. Proportion/prod.BA:ABC1 6 7 8 9 …. Features The following sections provide an overview of the functions of material quantity calculation that take the batch data of a material component into account.00 % 4.00 % 60. 3 .000 LW 4.50 % 5.00 % 20. BA:NNM2 MT Determining the Number of Batches in a Material Item Use the following function: CNUM(<material item>) April 2001 87 .00 % 50. the system uses the lowest value.00 % 3.00 % 50.000 93. You must classify the material master record.000 40. the value from the BOM or. you can also enter a planned value for the batch characteristic for active ingredient management (Additional data.ABC 5 ….000 L 7.00 % 70.Create mix. You must assign the batch property as a characteristic to this class and assign a value to it in the batch as well as in the material master record. In the expressions used: • • <Material item> stands for the line number of the material item <Characteristic column> stands for the column number of the batch characteristic The examples refer to the following data: Line Description Type MT OP OP MT MT MT MT MT Item 0000 0100 0110 0010 0010 0010 0010 0020 0020 0020 Sign 1:Qty 100. the value from the material list of the order If multiple values or value ranges have been defined.000 100.BA:ABC3 …. if this value is missing. the BOM item..000 LW ….000 UM 2:Charact.BA:ABC2 …. 1 UM 3:Charact.00 % 60.

002) = 90 + 80 + 70 = 240 Calculating the Arithmetic Mean of Batch Quantities or Characteristic Values This function calculates the arithmetic mean of the batch quantities or the characteristic column you specified from all batches of a material item. As long as no batches have been assigned to the material item. the function returns the quantity of the material item or the corresponding characteristic value of the material item. use: CSUM(<material item>) CSUM(004) = 40 + 50 + 3 = 93 • To add up characteristic values.<characteristic column>) CSUM(004.Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data SAP AG The function determines the number of batches that belong to a material item. use: CSUM(<material item>. Use the following function: • To add up batch quantities. As long as no batches have been assigned to the material item. use: CAMV(<material item>) CAMV(004) = (40 + 50 + 3) / 3 = 31 • To calculate the arithmetic mean of the characteristic value. use: CAMV(<material item>. CNUM(004) = 3 Adding up Batch Quantities or Characteristic Values This function adds up the batch quantities or the values in the characteristic column you specified for all batches of a material item. the function has value 1.002) = (90 + 80 + 70) / 3 = 80 88 April 2001 .<characteristic column>) CAMV(004. the function returns the quantity of the material item or the characteristic value of the material item. Use the following function: • To calculate the arithmetic mean of the batch quantities. As long as no batch has been assigned to the material item.

003) = (90 * 0.002) = (40 * 0.<characteristic column 2>) CPSM(004.04) + (80 * 0. You may need this function.9) + (50 * 0. the function calculates the product of the quantity and characteristic value of the material item or the product of the two characteristic values of the material item.7) = 78.05) = 9. You may need this function.<characteristic column 2>) April 2001 89 .035) + (70 * 0. use: CQSM(<material item>. The system interprets the characteristic value that you use to weight the first value as a percentage if the description of its unit contains a percent sign (%). for example.5) + (3 / 0.<characteristic column>) CQSM(008.6) = 13 • To calculate the quotient sum of characteristic values. It then adds up the results. use: CPSM(<material item>.<characteristic column>) CPSM(004. to calculate the total of the active ingredient quantities from physical batch quantities based on the active ingredient concentration. As long as no batches have been assigned to the material item. use: CPSM(<material item>. Use the following function: • To calculate the product sum of batch quantities. the function divides the quantity of the material item by the corresponding characteristic value or the first characteristic value of the material item by that of the second value.002) = (4 / 0. It then adds up the results.9 Adding up Weighted Batch Quantities or Characteristic Values: Quotient Sum For each batch of a material item.1 • To calculate the product sum of characteristic values.002. As long as no batches have been assigned to the material item.<characteristic column 1>. use: CQSM(<material item>.SAP AG Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data Adding up Weighted Batch Quantities or Characteristic Values: Product Sum For each batch of a material item. for example.<characteristic column 1>. to calculate the total of the physical batch quantities from the active ingredient quantities of batches based on the active ingredient concentration. this function multiplies the batch quantity by the value of the characteristic column you specified or the values of both characteristic columns specified. The system interprets the characteristic value that you use to weight the first value as a percentage if the description of its unit contains a percent sign (%).8) + (3 * 0. this function divides the batch quantities by the value of the characteristic column you specified or the value of the first characteristic column by that of the second column. Use the following function: • To calculate the quotient sum of batch quantities.

2) = 500 Examples • • Example: Calculations Using Active Ingredient Quantities of Batches [Page 91] Example: Calculations Using Physical Batch Quantities [Page 94] 90 April 2001 .003) = (50 / 0.002.25) + (60 / 0.Process Orders (PP-PI-POR) Material Quantity Calculation With Batch Data SAP AG CQSM(008.

you want the system to adjust the quantity of water in such a way that the fruit content intended for the fruit juice is obtained. During order processing. you enter 10 .. This means that you must adjust the quantity of water. Depending on the fruit content of this batch.00 % The absolute fruit content that is required in the fruit premix changes in proportion to the fruit juice quantity. In addition. you define a batch search strategy that allows batch determination based on proportion quantities. however.00 100.20 % as the allowed interval for the fruit content.000 100. You therefore need not enter a formula for the fruit premix: To obtain the intended fruit content of the fruit juice.SAP AG Process Orders (PP-PI-POR) Example: Calculations Using Active Ingredient Quantities of Batches Example: Calculations Using Active Ingredient Quantities of Batches Scenario You want to use a fruit premix with varying fruit content and water to produce a fruit juice whose fruit content is always 5 %. This adjustment is not in proportion to the fruit juice quantity.-Charge mat. The following relationship applies: April 2001 91 . Entries in the Master Recipe and Bill of Material (BOM) In the BOM. you must. you assign the proportion unit LF (liters of fruit) to the material. For the fruit premix. you enter the actual fruit content. • For the batch determination for material Fruit premix. 4 ….000 L 10. Realization Entries in Batch Management You define active ingredient management for the material Fruit premix with the following specifications: • You classify the material and its batches with a batch class that contains characteristic Fruit content. which you can use to enter the absolute fruit content of a specific quantity of fruit premix. you enter the required component quantities with reference to a base quantity of the product Fruit juice. In the batches.Fruit premix 5 ….Create mix. The quantities and the characteristic values of material classification are transferred to the Material Quantity Calculation screen in the master recipe. you use the proportion unit LF.000 LF 50.00 UM 2:Fruit content UM 1 Fruit juice 2 . You use the expiration date and the allowed interval defined for the fruit content as selection criteria for determining the batch. In the material. balance variations in the percent fruit content of the fruit premix. for example: Line Description Type MT OP OP MT MT Item 0000 0100 0110 0010 0020 Sign 1:Qty 100.. which means that you do not enter the physical quantity of the fruit premix but the fruit quantity it must contain. 3 . The following data is displayed.Water L L L 5. you always want to use the fruit premix batch with the earliest expiration date.

Create mix.Charge mat. 3 . You start material quantity calculation. As a result. For this reason..000 500.000 500. the material data is processed as follows: 3. 4 ….Water MT 5.000 500.000 LF 20. it uses the data from the material component (line 4).BA:Premix2 MT 7 ….Fruit premix 5 ….. the following data is displayed: Line Description Type MT OP OP MT MT Item 0000 0100 0110 0010 0020 Sign 1:Qty 500.000 L 10.001] – CQSM(004.. The system now updates the quantity of water using the formula and batch data. You carry out batch determination for the material Fruit premix.000 LF 366. you must enter the following formula for the water: [001.00 % 20.00 % 15.00 % 6 ….-Charge mat.000 UM 2:Fruit content UM 1 Fruit juice 2 .002) Process During Order Processing In the order. You create a process order for an order quantity or fruit juice quantity of 500 l for example.Fruit premix 5 …. 4.Process Orders (PP-PI-POR) Example: Calculations Using Active Ingredient Quantities of Batches Water = Product quantity – physical quantity of fruit premix = SAP AG You can calculate the physical quantity of the fruit premix as follows in the master recipes: Qty of fruit premix Absolute fruit content in fruit premix / Percent fruit content For the system to be able to correctly calculate the physical quantity of the fruit premix after the batch determination and maybe even a batch split in the order.667 L 92 April 2001 . 3 . The system calculates the following: − − The required fruit premix quantity in the proportion unit LF in proportion to the fruit juice quantity The required quantity of water using the formula Since no batches have been selected. you use the following: − − 20 % LF of a batch with 20 % fruit content 5 LF of a batch with 15 % fruit content 4.Water L L L 25.Create mix. 4 …..000 LF 10.000 LF 250. The following result is displayed: Line Description Type MT OP OP MT MT Item 0000 0100 0110 0010 0010 0010 0020 Sign 1:Qty 500. it must calculate the quotient sum of all fruit premix batches.000 500.00 % 3.. Since the batch with the earliest expiration date only covers part of the requirement.000 UM 2:Fruit content UM 1 Fruit juice 2 .BA:Premix1 L L L 25.

SAP AG Process Orders (PP-PI-POR) Example: Calculations Using Active Ingredient Quantities of Batches April 2001 93 .

You can use different batches whose expiration dates are close together in one order but each batch is always used up completely. For the fruit premix that is to be used as complete batches. based on the absolute acid content. In material Fruit premix. Since the lemon juice is to be used depending on its acid content. you enter the actual acid content. In addition. which you can use to enter the absolute acid content of a specific quantity of lemon juice. you enter the required component quantities with reference to a base quantity of the product Fruit juice. you assign the proportion unit LA (liters of acid) to the material. The following data is displayed. This means that you do not enter the physical quantity of the lemon juice but the required absolute acid content instead. • You classify material Lemon juice and its batches with a batch class that contains characteristic Acid content. on the other hand. In material Fruit juice. for example: 94 April 2001 . you define a batch search strategy that contains the selection criteria Expiration date and Fruit content for material Fruit premix and a batch search strategy that contains the selection criteria Expiration date and Acid content. In the batches. The quantities and the characteristic values of material classification are transferred to the Material Quantity Calculation screen in the master recipe. you enter the actual fruit and acid contents. you enter 20 – 30 % as the allowed interval for the acid content. you plan it in the proportion unit Liters of acid. You want to adjust the fruit content of the fruit juice by mixing water into it. you define 10 – 20 % as the allowed fruit content and 1 – 4 % as the allowed acid content. you define the fruit content of 5 % and the acid content of 2 % you want to obtain. you enter the required physical quantity in the BOM. The batch search strategy you define for the lemon juice allows batch determination based on a proportion quantity. Realization Entries in Batch Management You define active ingredient management with the following specifications: • You classify materials Fruit juice and Fruit premix as well as the fruit premix batches using a batch class that contains characteristics Fruit content and Acid content. Entries in the Master Recipe and Bill of Material (BOM) In the BOM. this means. The acid content. The fruit premix batches are selected according to their expiration date. is adjusted by adding lemon juice with the different lemon juice batches having different acid contents themselves.Process Orders (PP-PI-POR) Example: Calculations Using Physical Batch Quantities SAP AG Example: Calculations Using Physical Batch Quantities Scenario You want to use a fruit premix with varying fruit and acid content to produce a fruit juice whose fruit content is always 5 % and whose acid content is always 2 %. • For batch determination. In the material. In the batches.

This means that you must adjust the quantity of water. it must calculate the product sum of all fruit premix batches.Water 3 . it must calculate the product sum of all fruit premix batches. The following relationship applies: Water qty = Fruit juice – Fruit premix qty – Physical qty of lemon juice = Absolute acid content in lemon juice / Percent acid content You can calculate the physical quantity of the lemon juice as follows in the master recipe: Lemon juice qty April 2001 95 .003] .Lemon juice MT 1.500 LS Calculating the Product Quantity The product quantity in the order is determined by the available fruit premix quantity. you must enter the following formula for the acid content: [001. For this reason. For this reason.001] * [001. 4 ….002] Calculating the Lemon Juice Quantity To obtain the intended acid content of the fruit juice.SAP AG Process Orders (PP-PI-POR) Example: Calculations Using Physical Batch Quantities Line Description Type MT OP MT MT Item 0000 0100 0110 0010 0020 0030 Sign - 1:Qty 100.003) Calculating the Water Quantity To obtain the intended fruit content of the fruit juice. you must adjust the lemon juice quantity.000 50.. the system must calculate the fruit juice quantity as follows: Fruit juice qty = Absolute fruit content in fruit premix / Intended fruit content in fruit juice = Fruit premix qty * Percent fruit content in fruit premix You can calculate the absolute fruit content of the fruit premix as follows in the master recipe: Absolute fruit content For the system to be able to correctly calculate the fruit content after the batch determination and maybe even a batch split in the order. you must balance variations in the percent acid content of the fruit premix. This adjustment is not in proportion to the product quantity.CPSM(004.Fruit premix 5 …. For this reason. you must balance variations in the fruit content of the fruit premix.Create mix.000 100..000 100..000 42. For this reason.00 % 20.500 UM 2:Fruit content UM 3:Acid content UM L L L L L 10. you must enter the following formula for the fruit juice: CPSM(004.00 % 5.00 % 1. OP 6 ….absolute acid content in the fruit premix = Fruit premix qty * Percent acid content in fruit premix You can calculate the absolute acid content of the fruit premix as follows in the master recipe: Acid content of fruit premix For the system to be able to correctly calculate the acid content after the batch determination and maybe even a batch split in the order.00 % 2. The following applies for the calculation of the absolute acid content of the lemon juice required: Absolute acid content = = Intended absolute acid content in the fruit juice – absolute acid content in the fruit premix Fruit juice qty * intended percent acid content .002) / [001.Charge mat.00 % 1 Fruit juice 2 .

00 % 20.00 % 1 Fruit juice 2 . The system makes the following adjustments one after another: a. the material data is processed as follows: 1.003) Process During Order Processing In the order. the system uses the data of the material item (line 8 of the graphic below) to calculate the quantity of water. OP 4 …. it uses the data from the material item (line 4). the following data is displayed: Line Description Type MT OP Item 0000 0100 0110 0010 0020 0030 Sign 1:Qty 500..500 LS 3.Fruit premix MT 5 …. It calculates the fruit juice quantity using the formula.00 % 1.-Charge mat.001] – [004. The system calculates the following: − − The required fruit premix quantity in proportion to the fruit juice quantity The required water quantity and the required absolute acid content in the lemon juice using the formulas Since no batches have been selected..00 % 2. Since no batches have been selected for the lemon juice. You manually start product quantity calculation. calculate the quotient sum of all lemon juice batches. b.00 % 7.000 500. You use the following batches: − − One batch with a quantity of 200 L.000 500.500 UM 2:Fruit content UM 3:Acid content UM L L L L L 5. 3 . you must enter the following formula for the water: [001. As a result. 2. The system finds two batches with identical expiration dates.CQSM(006.Process Orders (PP-PI-POR) Example: Calculations Using Physical Batch Quantities SAP AG For the system to be able to correctly calculate the lemon juice quantity after the batch determination and maybe even a batch split in the order. a fruit content of 15 %. The following data is displayed: 96 April 2001 . a fruit content of 10 %.Lemon juice MT 10. and an acid content of 2 % You adjust the original quantity in the totals record of the material item accordingly.001] . it must.Create mix. and an acid content of 3 % One batch with a quantity of 100 L.000 212. For this reason. You carry out batch determination for the Fruit premix component. It updates the absolute acid content of the lemon juice and the required water quantity using the formulas. 4. however.000 250.Water MT 6 …. You create a process order for an order quantity or fruit juice quantity of 500 l for example.

000 700.00 % 1 Fruit juice 2 .000 300.Water MT 8 ….00 % 1. 4 …. 3 .Charge mat.SAP AG Process Orders (PP-PI-POR) Example: Calculations Using Physical Batch Quantities Line Description Type MT OP OP MT Item 0000 0100 0110 0010 0010 0010 0020 0030 Sign - 1:Qty 700.000 100. 6.000 700.00 % 2.000 200.00 % 2.00 % 15.000 LS 6. You carry out batch determination for the Lemon juice component.00 % 25.BA:Premix2 MT 7 …. The system again updates the quantity of water using the formula and the batch data available now.Fruit premix 10.Create mix.BA:Premix1 MT 6 ….000 200.000 700.Lemon juice MT 6.BA:Premix2 MT 7 ….000 376.00 % 2.000 370.Create mix.000 100..000 700.00 % 10. You use a batch quantity with an absolute acid content of 6 LA and a percent acid content of 25 %.00 % 20..Fruit premix MT 5 ….Lemon juice MT 6. You start material quantity calculation again.Water 9 ….000 LS 5.000 UM 2:Fruit content UM 3:Acid content UM L L L L L L L 5.00 % 1 Fruit juice OP 2 . OP 4 ….00 % 1.00 % 3..00 % 10.000 LS April 2001 97 . 3 .00 % 5 ….00 % 15.000 300..00 % 3.BA:Lemon1 MT MT 8 ….000 UM 2:Fruit content UM 3:Acid content UM L L L L L L L 20.-Charge mat.00 % 5.00 % 10.BA:Premix1 MT 6 …..00 % 2. The following result is displayed: Line Description Type Item MT 0000 0100 0110 0010 0010 0010 0020 0030 0030 Sign 1:Qty 700.

you must also enter a formula for the values that are proportional to the product quantity. the following requirements must be met: − − − It must be possible to enter the property as a numeric value. the value from the material master record. you must have activated scrap management in the parameters of the relevant order type (see Customizing for Process Orders). you transfer the formula results to the order. Material quantity calculation uses the value from the material list or. For this reason. For you to be able to take into account material properties such as the active ingredient potency in material quantity calculation. You must classify the material master record or the component in the material list with a class of class type Batch. When you enter a formula for the product quantity. 98 April 2001 . note that after the product quantity has been calculated the system only updates dependent values for which a formula has been maintained. material quantity calculation is only supported within the leading order. If multiple values or value ranges have been defined. if this value is missing. For this reason. Header quantities and component quantities of subordinate orders are calculated in proportion to the product quantity of the leading order. • To transfer the scrap calculated in material quantity calculation to the corresponding phase in the process order. or any interim results The quantity of a material component or any interim results The product or order quantity or any interim results If required. the expected phase scrap.Process Orders (PP-PI-POR) Defining Material Quantity Calculation SAP AG Defining Material Quantity Calculation Use You use this procedure in the process order to define formulas (or adjust formulas taken over from the master recipe) for the calculation of the following values: • • • • The operation quantity or any interim results The phase quantity. In collective orders. the system uses the lowest value. do not enter formulas for: – – Directly-produced components of the leading order Materials or phases of subordinate orders Prerequisites • • The process order was created with a production version. You must assign the property as a characteristic to this class and assign a value to it in the material master record or the material list of the process order.

Depending on the values for which your have entered a formula. Select 3. When the material quantity is calculated. Place the cursor on the field for which you want to enter a formula and choose formula. Use the decimal markers defined in your user defaults or the decimal point. see Basic Functions of Material Quantity Calculation [Page 79] and Material Quantity Calculation with Batch Data [Page 86]. − To insert the operators of the basic arithmetical operations or a bracket in the formula. choose If you want to recalculate the product or order quantity. It consists of two sections: The lower section contains one line with data for each operation. . Choose Materials in the process order. and scrap quantities for which formulas have been maintained. operation. The Material Quantity Calculation screen appears. are treated like absolute values during the calculation. double-click the relevant field. Choose − − . Percentages. Use the keyboard to enter all other operators or functions.SAP AG Process Orders (PP-PI-POR) Defining Material Quantity Calculation Procedure 1. start the calculation as follows: − − If you want to recalculate component. Note that the system does not take the unit of measure of referred values into account. 4. and material contained in the recipe. they are replaced with the up-to-date quantity. Enter the required formula in the Formula definition section. you can display the formula defined for the field that you have selected in the lower section. 2. 5. In the Formula definition section. choose Calculate product qty. The system calculates the product quantity and subsequently updates all component. The coordinates of the field are inserted in the formula. choose the corresponding button in the Formula definition section or use the keyboard to enter the sign. The material list appears. for example. To insert a reference to a material or a material property in the formula. operation. − April 2001 99 . phase. The system displays the calculated values in the corresponding fields in the lower screen section. For information on the available operators and functions. phase. Insert the elements of this formula as follows: − − Use the keyboard to enter number constants. or scrap quantities. phase.

order. 100 April 2001 . choose The system also copies the calculated material quantities to the order if the Fixed quantity indicator has been set for the component of the material list. choose and save the process order. Save your entries as follows: − − SAP AG If you want to save the formulas without transferring the formula results to the order.Process Orders (PP-PI-POR) Defining Material Quantity Calculation 6. If you want to save the formulas and transfer the calculated material quantities to the and save the process order.

SAP AG

Process Orders (PP-PI-POR) Performing Material Quantity Calculations

Performing Material Quantity Calculations
Use
You use this procedure to manually start material quantity calculation in the process order. Depending on your requirements, you define the scope of the calculation as follows: • • Calculation of the component, operation, phase, and scrap quantities for which formulas have been maintained Calculation of the product quantity and subsequent update of the component, operation, phase, and scrap quantities for which formulas have been maintained

You transfer the formula results to the order.

Prerequisites
• The formulas of material quantity calculation have been defined in the order.

Procedure
1. Choose Materials in the process order. The material list appears. 2. Choose .

The system uses the current formulas and data to calculate the component, operation, phase, and scrap quantities and displays the results on the maintenance screen of material quantity calculation. If required, you can change the formulas from this screen (see Defining Material Quantity Calculation [Page 98]). 3. If you also want to recalculate the product or order quantity, choose Calculate product qty. The system calculates the product quantity and subsequently updates all component, operation, phase, and scrap quantities for which formulas have been maintained. 4. If you want to transfer the formula results to the order, choose order. and save the process

The system also copies the calculated material quantities to the order if the Fixed quantity indicator has been set for the component of the material list.

April 2001

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Process Orders (PP-PI-POR) Displaying and Printing Formula Overviews

SAP AG

Displaying and Printing Formula Overviews
Use
You use this procedure to get an overview of the formulas defined for material quantity calculation. In comparison to the maintenance screen of material quantity calculation, the formula overview has the following advantages: • • The formula overview not only contains the quantities and value fields of material quantity calculation but also the corresponding formulas. References used in the formulas are replaced by the value and the description of the field to which they refer.

Procedure
1. Choose on the Material Quantity Calculation screen. The formula overview appears. 2. Choose to print the overview. .

3. Enter the relevant print parameters and choose

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SAP AG

Process Orders (PP-PI-POR) Checking the Availability of Material

Checking the Availability of Material
Before you start production, you can check whether all the material components allocated to the process order are available on the calculated requirements dates. In a process order, the system only checks material components that are relevant to inventory management and have the item category “L” (stock component). Availability checks can be triggered either automatically or manually: • The availability of components in an order can be checked automatically during order creation and/or order release. In Customizing for Process Orders, you specify per order type and plant whether the availability is to be checked automatically. You can always trigger a manual availability check.

The checking scope is defined via the checking group (in the material master record) and the valid checking rule (in Customizing for Process Orders). Together, they define: • • • Which MRP elements are taken into account in the check Which inventory categories are taken into account Whether the replenishment lead time is taken into account.

In Customizing for Process Orders (Define Checking Control), you specify against which quantity the material availability is to be checked. You can make the following settings: • Planning (open planned independent requirements) In the check against planned independent requirements, the system only checks the open planned independent requirement quantities created for the components. This means that the ATP quantity is not included in this availability check nor are receipts or stocks. This type of availability check is most useful: • • If assembly planning or phantom assembly planning is carried out for the components If quick statements about the availability situation are required and the results from this check are precise enough

The system uses the open planned independent requirements quantity at component level to determine a committed quantity, and this quantity is copied to the planned order header as the committed quantity. In contrast to the availability check according to ATP logic, however, the committed quantity is not recorded in the dependent requirements. The planned independent requirements of the components are not consumed by the committed quantity but by the complete dependent requirements quantity. In further availability checks, the system can only commit quantities for the amount of planned independent requirements that have not yet been consumed. In the availability check against planned independent requirements, the following dates/quantities are not calculated: • • Total confirmation date Partial confirmation date/ partial confirmation quantity

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Process Orders (PP-PI-POR) Checking the Availability of Material • ATP-Quantity

SAP AG

In the check according to ATP logic, the system checks whether the dependent requirements of each component are covered by specific receipt and issue elements or by stock. This check is carried out dynamically, that is, each time you carry out the check, the system recalculates the current situation. If a quantity can be committed for the requirement date, the system enters precisely this quantity as the committed quantity in the dependent requirements, and the ATP quantity for the components is reduced by the committed quantity. Therefore, in the next availability check, dependent requirements can only be committed for the amount of the remaining ATP quantity.

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April 2001

This allows for more exact results since the inspection results for an order are taken into account when checking other orders (before you save the order). However. the system can only carry out the check against planned independent requirements when dealing with phantom assemblies (special procurement key phantom assembly). because you can avoid inconsistencies in the commitment situation. you can specify: • If the materials to be checked are to be locked during the availability check If the material lock indicator is set. it is also possible to carry out the availability check according to ATP logic for this material. You must also enter a checking group in the material master record (MRP screens / Sales data screens) of the assemblies/components for which the availability check against planned independent requirements is to be carried out. You can make the following settings for the checking groups: • No check against planned independent requirements If this option has been selected for the checking group. • Only check the material against planned independent requirements if the material is a phantom assembly If this option has been selected for the checking group. The checking group is used to group materials that are to be checked according to the same criteria (see Checking Scope). which may arise if there is a change in the date of expected goods receipts. At the same time. You can also switch off the availability check for a particular checking group. The system uses the checking group to control whether the check against planned independent requirements is allowed. no check against planned independent requirements can be carried out in the planned order for this component. In the checking group. the material can still be included in the availability check according to ATP logic. These settings for the checking groups are made in Customizing for Sales and Distribution (Define Checking Groups).SAP AG Process Orders (PP-PI-POR) Checking Group Checking Group You must allocate those material components for which you want to check material availability to a checking group. in the Relevance during check against planning field. • If the normal ATP (available-to-promise) quantity or the cumulative ATP quantity is to be used during the check It is a good idea to use the check with the cumulative ATP quantity. April 2001 105 . At the same time. it is also possible to carry out the availability check according to ATP logic for this material. • Always check the material against planned independent requirements If this option has been selected for the checking group. the committed quantities are kept in a lock table. Materials with such checking groups then do not take part in the check. You do this in the material master record. the availability check against planned independent requirements can always be carried out in the planned order for this component.

Process Orders (PP-PI-POR) Checking Group SAP AG 106 April 2001 .

SAP AG Process Orders (PP-PI-POR) Check Rule Check Rule You can maintain a check rule in Customizing. Together. April 2001 107 . Check rules are defined for each application. The combination of check group and check rule defines the checking scope. This means that you can carry out different availability checks for a material in different applications. they define • • • which MRP elements are to be checked which inventory categories are to be checked whether the replenishment lead time is to be taken into account in the check.

] in Production Orders in the Production Planning (PP) component. refer to Availability Check [Ext. the system checks • • Whether the material requirements can be covered on the requirements date At what point in time the requirements can be covered. Using this method. Fur more information. if a full coverage of the requirements is not possible on the requirements date. 108 April 2001 .] as well as How is the Availability Determined? [Ext.Process Orders (PP-PI-POR) How is the Availability of Materials Determined? SAP AG How is the Availability of Materials Determined? The system determines the availability of materials according to the ATP method (availability-topromise).

On the Material List screen.SAP AG Process Orders (PP-PI-POR) At What Level is the Availability Check Carried Out? At What Level is the Availability Check Carried Out? The availability check can be carried out at plant. the system carries out an additional check at plant level. 2. Batch or Plant fields. 3. If a check is carried out at storage location or batch level and the components are available. select the component for which you want to maintain availability check data. Enter data in the Storage location. April 2001 109 . You maintain this data as follows: 1. The level at which the check is actually carried out depends on the data maintained for the material component. storage location or batch level. batch or plant) that you maintain on this screen. The availability check will be carried out for the level (storage location. The Change Process Order: Material -General Data screen appears. Choose Material → Material details.

The system carries out an availability check in the background and issues a message informing you whether you have a material shortfall or whether all materials are available. you can call up the system log for material availability.Process Orders (PP-PI-POR) Checking the Availability of the Materials in an Order SAP AG Checking the Availability of the Materials in an Order Use You can check the availability of materials required for producing your order at header level or at the level of each individual component.ATP on the header screen. To find out which shortfalls you have. choose Process order → Functions → Availability check → Material . To check material availability. which will give you details of the missing material components. 110 April 2001 .

You find information about the inspection results in the following places: In the availability log. It can only be triggered manually. It can be carried out automatically. In the missing parts overview. If an overall check determines that a material is not available on the required date. the requirements quantity or the issue storage location) The date on which all components are available The missing parts overview always shows the results of the last availability check. you find • • • A list of the missing parts The possibility to process missing parts (by changing. for example. You specify in Customizing whether an availability check is to be carried out automatically. You make these settings in Customizing for Process Orders (Operations → Availability check → Define Checking Control). • • An overall check determines the availability of all components within an order/collective order. or you can trigger it manually. material master data was not maintained) The log is not saved when you leave order maintenance. the system activates the status “material shortfall” in the order header. independent of whether you have left order processing in the mean time. You can also specify when the checks are to be carried out. In the missing parts list. for example. The checks can be carried out automatically. You can also specify that the availability check is to take place when you save a created or released order. The status "material shortfall" is withdrawn during an overall or individual check if the required quantity of all components becomes available in the mean time according to ATP (available-topromise) logic.SAP AG Process Orders (PP-PI-POR) When is the Availability Checked? When is the Availability Checked? You can use either an overall check or an individual check to check the availability of components. You can also use the order information system to carry out an overall check for several orders simultaneously (see Collective Availability Checks [Page 113]). An individual check determines the availability of a single component. you find: • • • The result of the check (whether all components are available) A list of the missing parts A list of the reservations that could not be checked (because. for example. you find • A list of the missing parts April 2001 111 . when you create or release a process order.

112 April 2001 . For up-to-date information on any missing parts in an order. The date on which other components are available The missing parts list is not saved if you leave order processing.Process Orders (PP-PI-POR) When is the Availability Checked? • • • SAP AG A list of reservations that could not be checked (for example. this does not automatically trigger a new availability check. If you make changes that could affect the availability of components in the process order (such as date or quantity changes). the results of the availability check are stored in the release log. because material master data was not maintained) A list of all checked components if you execute View → Inspection results → All components. you should restart the availability check manually after you have made the changes. If the availability is checked at the same time an order is released.

Collective Availability Check: Criteria [Ext. For more information. or from the MRP group/plant parameters (planned orders). you can define profiles for collective availability checks ( Define Profile for Order Information System). Just as for individual checks.] Collective Availability Check: Results [Ext. the checking rule for collective checks is taken from the order type (process orders). Features The orders to be checked can be process orders or planned orders. Activities In Customizing for Process Orders.] April 2001 113 . you can check several orders simultaneously for material availability.] Executing Collective Availability Check [Ext.SAP AG Process Orders (PP-PI-POR) Collective Availability Checks Collective Availability Checks Use Within the order information system. Collective availability checks always carry out an overall availability check for each of the orders. The check can be triggered in the segregated object list ‘order headers’ within the order information system.] Checking the Availability of Capacities [Ext. refer to Production Orders in the Production Planning (PP) component.

choose Process order → Functions → Availability check → Material . you can specify that process orders with status “Material shortfall” are blocked for release. A screen appears on which the quantity required on the requirements date and the confirmed quantity are displayed. A dialog box appears to inform you about this. The system carries out an availability check. Checking all Material Components in the Order To check the availability of all material components in the order. you can: • • • Display the log (from the dialog box or by choosing Goto → Logs → Mat. Choose ATP quantities to display more detailed information. In Customizing. On the Material list screen. For more information. Checking Individual Components To check the availability of a particular material. proceed as follows: 1. the status “Material shortfall” is set in the process order. availability) Display the material shortfall list (from the dialog box or by choosing Goto → Material shortfall → Mat. 114 April 2001 . see the R/3 Library PP . 2.Material Requirements Planning under Availability Check [Ext.]. for the entire order. that is.shortfall list) Display the material shortfall overview (from the dialog box or by choosing Goto → Material shortfall → Material shortfall) The system only sets the status “Material shortfall” in the process order if you carry out an availability check for all components. In both cases. If material components are not available on their requirements date.Process Orders (PP-PI-POR) Carrying Out Availability Checks SAP AG Carrying Out Availability Checks You can carry out an availability check either for the entire order or for individual components in the material list.ATP. and one or more components are not available on their respective requirements dates. Choose Period totals to display the material requirements and receipts of the individual periods. choose Material → Availability → Check.

2. If you do not need to display the individual order components. The overall profile specifies whether process orders and/or planned orders are read. The system checks the availability of the orders selected. (As a prerequisite for this. A dialog box for the availability check appears. Choose Logistics → Production . material. select the order. April 2001 115 . For performance reasons. You can use the Check mode function to call up another dialog box in which you can specify further parameters to determine the availability run. 5. you can also exclude components from the selection.process → Process order and then Reporting → Order information system → Object overview. and choose Goto → Log avail. 4. To display the availability log for a process order. you must have specified that a log is to be generated as a parameter for the availability run. you should restrict the objects to order headers and components. and a message of the specified levels or higher must have appeared. and choose Check availability.SAP AG Process Orders (PP-PI-POR) Checking Collective Availability Online Checking Collective Availability Online 1. 3. You can change the profile defined in Customizing temporarily using the ‘Object selection’ function. Enter an overall profile. and choose Check availability. Choose Order headers. The system lists the selected orders. Enter your criteria for order selection and choose Execute. Select the orders you want to include in the availability check. Maintain parameters to determine the availability run.

Process Orders (PP-PI-POR) Preliminary Costing SAP AG Preliminary Costing Use When you create a process order and after each subsequent change of data in the order. For more information. the system calculates the planned order costs. see Process Orders in Cost Object Controlling [Ext.]. The planned costs are allocated to cost elements. 116 April 2001 .

or when a goods receipt is posted for an externally procured material component. April 2001 117 . only phases and secondary resources are used to determine manufacturing costs. Planned/Actual Cost Comparison Both planned costs and actual costs are recorded in cost segments. This enables you to compare planned with actual costs at any stage of order processing.SAP AG Process Orders (PP-PI-POR) Cost Elements Cost Elements A distinction is made between primary and secondary cost elements: Primary Cost Elements Costs which are considered as primary cost elements include: • • material costs costs for external procurement These costs are allocated to the order via primary costs. for example. Actual costs are updated when material issues or completion confirmations are carried out for the order. such as material issues. In the process order. The system uses the latest start date of the phase or the requirement date of the material to calculate the period of the fiscal year in which the planned costs of an order are incurred. Cost Segments Cost elements are recorded in cost segments which are managed for each fiscal year. Secondary Cost Elements Costs which are considered to be secondary cost elements include: • • • production costs material overhead costs production overhead costs These costs are allocated to the order via internal cost allocations.

The system automatically assigns the material component to the relevant cost element via the MM Consumption Account Assignment. the material component is not taken into account in costing. This indicator is on the material list General Data screen in the order. It is set as a default setting. but can be reset manually. This indicator specifies that the component is fully relevant to costing. If the indicator is not set. 118 April 2001 .Process Orders (PP-PI-POR) Planned Costs for Components SAP AG Planned Costs for Components The costing relevancy indicator of the component determines whether or not costs are calculated for a material component.

a costing variant is defined for each order type and plant. the system calculates the planned costs of the material using the valuation variant and a price stored in the material master record. April 2001 119 . the moving average price or the standard price).SAP AG Process Orders (PP-PI-POR) Planned Costs for Materials Manufactured In-House Planned Costs for Materials Manufactured In-House If a material is manufactured in-house. The costing variant refers to a valuation variant which determines which price from the material master record is used to calculate the planned costs of a material (for example. In Customizing.

the system distinguishes between stock components and nonstock components. The value of the requisition is calculated via the valuation price and the price unit of the requisition. • • Planned costs for a component kept in stock are calculated in exactly the same way as for a material manufactured in-house.Process Orders (PP-PI-POR) Planned Costs for Materials Procured Externally SAP AG Planned Costs for Materials Procured Externally For materials procured externally. Planned costs for a component not kept in stock equal the value of the requisition created for the component. 120 April 2001 .

see Cost Center Planning [Ext. For more information.SAP AG Process Orders (PP-PI-POR) Manufacturing Costs Manufacturing Costs The activities used in an order can be divided into internal activities and external activities.]in the CO-CCA documentation. Planned costs are calculated for both types of activities. April 2001 121 . The system calculates the planned costs for the activities in a phase based on the valuation variant planned for the order type (defined via the costing variant). The values of the individual activities are specified via the activities defined in cost center accounting.

1. 2. If the phase is relevant to costing. you can additionally use a costing relevancy indicator to specify the factor that is to be used to calculate the services performed in a phase or you can disconnect the phase from costing. 122 April 2001 . you can specify whether the phase is relevant to costing. Operations are automatically excluded from costing.Process Orders (PP-PI-POR) Planned Costs for Production SAP AG Planned Costs for Production Whether a phase is calculated depends on the control key and the costing relevancy indicator of the phase. Using the control key of the phase.

SAP AG Process Orders (PP-PI-POR) Planned Costs for Internal Activity Planned Costs for Internal Activity To calcuate the planned costs for carrying out a phase. April 2001 123 . In a second step. the quantity structure is valuated with a price. the system first sets up a quantity structure for the produced activities.

it can valuate the activity for each activity type. As soon as the system has calculated how much activity is expected for a particular activity type.Process Orders (PP-PI-POR) Setting up a Quantity Structure SAP AG Setting up a Quantity Structure The most important data for setting up a quantity structure for an activity is defined in the resource: • • activities formulas Every activity is allocated to an activity type. 124 April 2001 . Using the formula and the standard times in the phase. Each activity type is allocated to a formula in the resource. the system calculates how much activity is expected for a particular activity type in a particular phase.

Overhead costs are assigned to the process order by way of overhead surcharges. Process Flow A costing variant is defined in Customizing for each order type and plant. The costing sheet specifies: • • • • To which direct costs surcharges are applied Under which conditions a surcharge is calculated How high. which refers to a costing sheet. or they are determined in Activity-Based Costing (see also Dynamic Template Allocation in Actual [Ext. such as electricity costs or general storage costs.]). a cost center) is credited under which cost element during actual postings April 2001 125 . They are updated in the order under the cost elements defined in the costing sheet. The costing variant refers to a valuation variant.SAP AG Process Orders (PP-PI-POR) Overhead Costs Overhead Costs Use Overhead costs are costs that can only be assigned to the process order indirectly. the surcharge percentage is Which object (for example. depending on these conditions. The costing sheet determines what overhead surcharges are assigned to the order.

Process Orders (PP-PI-POR) Overhead Groups SAP AG Overhead Groups You can make the calculation of overheads dependent on the material to be produced by specifying an overhead group. as well as under the menu option “Overhead Surcharges [Ext. If you want the calculation of overheads to depend on which material is being produced. Using the overhead group and the costing sheet. You can find more information on overhead surcharges online in the guide to Organizational Elements Internal Orders. you must have maintained an overhead group which refers to an overhead key. The costing sheet valid for the order must refer to the above-mentioned overhead key. the system determines the percentage used to calculate the overhead costs of the order. you should note the following: • • In the Costing screen of the material master record of the material to be produced.]” in the Customizing menu of product cost accounting. 126 April 2001 .

various restrictions apply: • • • • You cannot carry out completion confirmations for the order. You cannot print shop floor papers. that is. you cannot withdraw any material components. However. the initial status CRTD is shown under System status in the main header. April 2001 127 . When you release the order. these restrictions are canceled.SAP AG Process Orders (PP-PI-POR) Releasing Process Orders Releasing Process Orders When you create a process order by choosing Process order → Create. if an order is only created and not released. You cannot create a control recipe. You cannot carry out goods movements for the order.

Releasing Process Orders Automatically In the production scheduling profile maintained in Customizing. 128 April 2001 . Automatic batch creation [Page 29] can be carried out for the material you want to produce. you can specify that process orders are released automatically. the process order is released.Process Orders (PP-PI-POR) Releasing Process Orders SAP AG Releasing Process Orders You can release a process order in the create or change mode. All operations and phases in the order then have the status Released. The status REL is displayed in the System status field. choose Process order → Functions → Release. On the General Header screen of the application menu for process orders. You can assign the profile to the process order in the material master record (Work Scheduling view) of the material to be produced. When you save your entries. or via the order type in Customizing.

2. you can see the status of the orders. Now select the menu options Operation → Functions → For operation/phase → Release. the order automatically receives the status released. the operation is released. April 2001 129 . Select the operations/phases you want to release. If you release an operation. In the Main header screen. The system will release the operation or phase if you have not released the whole process order. proceed as follows: 1. The process order is then “partially released” and the status PREL appears under System status in the main header. If you delete the last phase of an operation without releasing it. Once you have released all the phases of an operation. To release an operation or a phase. You can also release individual operations and phases from the 1-line operation overview as follows: 1. 3. The 1-line operation overview does not show this status. 2. all the phases belonging to this operation are also released. In this screen. the operation is automatically released. mark an operation or phase and select Operation → Functions → Release.SAP AG Process Orders (PP-PI-POR) How to Release Operations and Phases How to Release Operations and Phases You can release individual operations/phases of the process order. select the functions Goto → 2-line operation overview. In the 1-line operation overview. The system now releases the selected operation(s) and/or phases. Once you have released all the operations of a process order.

3. you can enter further criteria for the process order. 4. If a release period is already proposed in your user master record. If required. the corresponding values are automatically taken over into the fields Release and To release. and then Process order → Release. You can select process orders according to the following criteria: • • • • • • • order type plant MRP controller material process order number (interval) release date (interval) status profile Now proceed as follows: 1.process → Process order. 5. If you want the system to also create control recipes after the release. Select the menu options Logistics → Production . select Release+Control recipe instead of Release. 2. Select all the process orders you want to release. Select the relevant plant. 130 April 2001 . Select Release. such as MRP controller. The system releases the selected process orders. If you want to select process orders according to their release date. material or status. enter the interval desired in the fields Release and To release. The system automatically uses the current date as the release date according to which process orders are selected.Process Orders (PP-PI-POR) Collective Release of Process Orders SAP AG Collective Release of Process Orders You can several select process orders and release them.

SAP AG Process Orders (PP-PI-POR) Actual and Planned Data after Order Release Actual and Planned Data after Order Release When a process order is released. such as the active ingredient potency of a particular warehouse batch. these results can be automatically taken over into the process order. replace the values taken over from the master recipe. The characteristics of reserved ingredients. April 2001 131 . the resource classes are replaced by the selected individual resources. If scheduling and capacity requirements calculations have been carried out in the rough-cut planning phase for the planned order.

If tolerances are exceeded or fallen short of. specific users are notified. tolerances. a periodic background job checks whether there are schedule deviations for operations or phases in process orders. 132 April 2001 .Process Orders (PP-PI-POR) Deviation Recording SAP AG Deviation Recording Use After a process order has been released. user to be informed) A background job for deviation recording must be planned (on the Step screen. Only orders that were released after the creation (and planning) of the corresponding variants are taken into account in deviation recording. Prerequisites In Customizing for Process Orders (under Operations) • • Variants for deviation recording must be defined together with the corresponding data (selection criteria. enter program RCOCRDV2).

see Inspection Planning. Characteristics are assigned to individual operations in the master recipe.SAP AG Process Orders (PP-PI-POR) Inspection Lots/Inspection Characteristics Inspection Lots/Inspection Characteristics Use In a production process. an inspection lot is created for a process order. then the system automatically creates the inspection lot as soon as the first operation in the process order is released. An inspection lot documents a request for an inspection. You also have the option of creating an inspection lot manually in the process order. To find out more about inspection lots. An inspection characteristic defines what needs to be inspected. To find out more about inspection characteristics. Features The system distinguishes between planned and unplanned inspection characteristics: • • Planned inspection characteristics are maintained in the master recipe Unplanned inspection characteristics are maintained in QM results recording. The results of the inspection are then recorded for each inspection characteristic and stored in the inspection lot. see Inspection Processing. The characteristics define the inspection requirements. You can branch to QM from the operation/phase overview of the process order. If inspection data has been maintained and activated in the quality management view of the material master of the material being produced. A distinction is made between qualitative characteristics and quantitative characteristics. it is sometimes necessary to carry out inspections to ensure the quality of a product. With in-process inspections. Inspection characteristics are assigned to the inspection lot. April 2001 133 .

the system status ILCR (Inspection lot created) is set in the header of the process order. you must enter an x in field Act to activate the QM inspection for this inspection type and this material. In the master recipe go to the Operation overview and select the operations during which you want an inspection to take place. • you have maintained QM data at operation/phase level (inspection characteristics) and for inspection point processing also at recipe header level in the master recipe that you have used to create the process order. in the Operation overview. You can also use menu options Order → Functions → Status. enter an Inspection type (as a rule 03 for inspection in production) and a Quality score procedure. In the process order. This means that your inspections will be carried out on a time-related basis. At operation level. you can have your process inspected by generating an inspection lot for your process order. After you have created the inspection lot. 3. Create manually To manually create an inspection lot. 2. enter the Time factor and the Time unit. In the section Check points in production. this inspection is known as a process accompanying inspection.Process Orders (PP-PI-POR) How to Create Inspection Lots SAP AG How to Create Inspection Lots If you use a quality management system. 134 April 2001 . you must maintain the respective QM data. proceed as follows: 1. You must have Time-related flagged here. your order receives status ILC (inspection lot created). You can check the status of a process order in the status line of all process order header screens. you must set up at least one inspection characteristic for at least one operation or phase. Select Operation → Quality data. click on Offset change to change the type of check point. 4. In this case. you can generate an inspection lot by selecting Process order → Functions → Generate inspection lot. In addition. In addition. For this purpose call the QM view In flag the field Quality inspection and call function Inspection data On the detail screen QM inspection data. You can only create an inspection lot in a process order if: • • • The process order is not technically complete The process order has no deletion flag or deletion indicator in the header In the material master record of the material you want to produce. Create automatically The system automatically generates an inspection lot for a process order when the first operation or phased in the order is released: • If the system manages to create an inspection lot.

You can select and process all orders in which the generating of an inspection lot failed by using a selection profile and searching for all orders with the status ILNC April 2001 135 . the system status ILNC (Inspection lot not created) is set.SAP AG Process Orders (PP-PI-POR) How to Create Inspection Lots • If the inspection lot could not be created.

1. 136 April 2001 . The system automatically deletes the inspection lot for the process order. Select the menu options Process order → Functions → Inspection lot → Delete Insp. lot. if • • the operations in the process order do not contain any unplanned characteristics no inspection results have been recorded in the inspection lot To delete an inspection lot..Process Orders (PP-PI-POR) How to Delete Inspection Lots SAP AG How to Delete Inspection Lots You can only delete an inspection lot. Call up the process order. 2..

you can assign individual batch numbers to the partial lots when you record results in QM. for example: • • Manufacture the material simultaneously using different resources Manufacture the material at different times using the same resource Prerequisites The Quality Management (QM) application component has been installed in your system. you must assign inspection characteristics to your operations in the master recipe or process order. April 2001 137 . due to the fact that you. You must then link the master inspection characteristics to general characteristics that you used to classify your material. If your material is to be handled in batches.SAP AG Process Orders (PP-PI-POR) Partial Lot Creation from the Process Order Partial Lot Creation from the Process Order Use You can create partial lots of material manufactured in a process order using the functionality of the Quality Management (QM) application component. For more information. You may want to do this if you produce separate individual quantities of the material in a process order. Activities To inspect partial lots. see Master Inspection Characteristics in the Quality Planning (QM-QP) component.

You can only create an inspection characteristic after an inspection lot has been created and saved for the order and after the order has been released. 2. Select the menu options Operation → Functions → Unplanned insp. You can. char. These are known as ‘unplanned’ inspection characteristics. however. 138 April 2001 . 3. Call up the process order. Branch to the operation overview and select the operation to which you want to assign an inspection characteristic.Process Orders (PP-PI-POR) Creating Inspection Characteristics SAP AG Creating Inspection Characteristics Use Inspection characteristics are normally copied over from the master recipe. create inspection characteristics in QM results recording. Procedure 1.

you can delete the operation providing • • that no unplanned inspection characteristic is assigned to the operation QM results (status QMDA) have not yet been recorded for the operation. 2. 1. the system activates the system status DLFL in the operation. April 2001 139 . Delete the inspection lot allocated to the order..SAP AG Process Orders (PP-PI-POR) How to Delete Operations With Inspection Characteristics How to Delete Operations With Inspection Characteristics If an inspection characteristic has been allocated to an operation (system status ICHA). Regenerate the inspection lot This will ensure that the inspection characteristics of the remaining operations remain in the process order. Remember. but leaves the operation in the operation overview.. Delete the operation in question. To delete an operation with status ICHA. 3. if you delete an operation which has already been released.

for example. A list can be a complete printout of a material provision list. the printing of shop floor papers is carried out in the form of lists.Process Orders (PP-PI-POR) Printing SAP AG Printing Use In the SAP System. 140 April 2001 . or a printout of time tickets.

SAP AG Process Orders (PP-PI-POR) Printing Shop Floor Papers Printing Shop Floor Papers Use You can print shop floor papers for process orders. and that user “B” is only allowed to print time tickets and completion confirmation slips. The report processes the available data and prints it. Under Process order → Settings → List control. for example. In Customizing for Process Orders (Process Order → Operations → Define Print Control). • The data a list is to contain You can specify which report is to be used to create a list. Print Functions You can only print those papers that have been defined for your print settings in Customizing. that user “A” is only allowed to print material provision lists and withdrawal slips. but that the printing of the lists can be limited by choosing Process order → Functions → Print. you can display the lists of papers that your profile allows you to print. that all the shop floor papers are created during order processing. • Which lists a user is allowed to print You can specify. Prerequisites The process order(s) must be released. Features You can print the following: • • • • • • • Operations of a process order Operation control ticket Goods issue slip Job ticket Pick list Completion confirmation slip Wage slip You can reprint all these papers at any time. you can define • Which lists may be printed from the process order You can specify. for example. • The layout of the list April 2001 141 .

142 April 2001 . define a form which prints a bar code on the completion confirmation slip for a particular order type. for example.Process Orders (PP-PI-POR) Printing Shop Floor Papers You can. • The spool parameters for printing SAP AG You can use the spool parameters to define whether you want the lists printed immediately or stored in the spool and the number of days you want the list stored in the spool before it is deleted.

You can still change this data in the process order. When you save the process order. 5. Purchasing converts the purchase requisitions into purchase orders. section Master Records from the Purchasing View). If you later change the dates and quantities in the order. When you create a process order. 3. April 2001 143 .SAP AG Process Orders (PP-PI-POR) External Processing External Processing Purpose You can use external processing to have individual process steps. The relevant purchasing master data has been created there (see the R/3 Library MMPurchasing. 4. In addition to the external processing data. Depending on the data entered in the master recipe. it makes a transfer posting to this stock for the material to be provided (movement type 541). these changes are automatically copied to the purchase requisition. By monitoring the material stocks to be provided to a vendor. The purchase requisition number is copied to the external processing data of the phase or secondary resource in the process order (see General Data detail screen). the external processing data of the phases and secondary resources is copied to the order. However. The vendor externally processes the phase or secondary resources. the system also copies the short text for the phase or secondary resource to the purchase requisition. carried out by a different company. If required. 2. the system creates a purchase requisition for externally processed phases and secondary resources for the quantity of the phase or secondary resource. inventory management determines whether all material components in a reservation are available.]): • • • A control key that allows external processing The detail data on external processing In subcontracting phases. the purchase requisition created is of type Standard purchase order or Subcontracting and is assigned to the process order account. that is operations or phases. they are not copied to an existing purchase order. Prerequisites You have installed the application component Purchasing (MM-PUR). allocations of the material components to be provided Process Flow 1. This process describes how externally processed steps are treated in order processing. The following data has been maintained for the phase or secondary resource (refer to External Processing Data Maintenance [Ext.

the system sets the P. warehouse for the purchase requisition (movement type 101). you must enter the material components to be provided to the vendor in the purchase order yourself. 6. External operation partly delivered or EODL. the system posts a goods issue for the material to be provided (movement type 543). The following activities are carried out at the same time: – – – – See also: R/3 Library MM. exists (Purchase order exists) indicator in the external processing data for the phase or secondary resource.Process Orders (PP-PI-POR) External Processing SAP AG After external processing has been completed.O. In subcontracting secondary resources. External operation delivered The process order account is charged with the costs for external processing and the material to be provided 144 April 2001 . The phase or secondary resources receives status EOPD. the allocated material components are automatically provided in the purchase order.Purchasing Guide In the case of subcontracting purchase orders. The quantity from the goods receipt is copied to the external processing data of the phase or secondary resource in the process order. In the process order. you post a goods receipt for the In subcontracting phases.

all the necessary material components have to be issued from stock via goods issues. April 2001 145 . Both types of goods movement trigger the following transactions in the system: • • • A material document is created to record the goods movement. The delivery to stock of the manufactured material is documented in the system via a goods receipt. The stock quantities of the material are updated.SAP AG Process Orders (PP-PI-POR) Goods Movements Goods Movements Use Before you can start producing a material. The stock values are updated in the material master record and the stock/consumption accounts are updated.

– The system automatically proposes the movement type 261 (goods issue for order) as well as all the material components in the order that are not marked as bulk material or as material to be backflushed. The reservation number is displayed in the general data screen of the components.]. Choose → To reservation or → To order. 3. Check the list of material components proposed for issue. see Backflushing [Ext. The withdrawal of the components causes the value of the components issued to be debited to the order for each cost element and origin as actual costs. proceed as follows: 1. PI CONS) If the ‘backflush’ indicator is set for a component contained in the material list. The reserved materials cannot be issued from stock until the operation or phase to which they are assigned in the order has been released. the system automatically creates a reservation for the necessary material components. If you do not refer to a reservation or to a process order when you post a goods issue. For more information on how to control whether a material is backflushed. 4. To issue material components from stock. A dialog box appears in which you can either directly enter the reservation or the order number. 2. or search for them via the specified search criteria. Procedure To issue material components from stock. the reservations remain open and the required quantity reserved. Choose Continue. you can either refer to the order number or to the reservation number. Save the goods issue. even though the requirement no longer physically exists. Choose Logistics → Materials management → Inventory management → Goods movement → Goods issue. Enter the reservation number or order number directly. or select one using the search criteria. There are two ways in which you can post a goods movement: • • Manually in inventory management As part of process control by transferring a material consumption message (see also R/3 Integration Using Process Messages [Ext. 146 April 2001 . Each material component in the order is dealt with under a different item number in the reservation. the goods issue is posted automatically when you create the confirmation for the respective phase.].Process Orders (PP-PI-POR) Planned Withdrawal of Material Components SAP AG Planned Withdrawal of Material Components Use When a process order is created.

SAP AG Process Orders (PP-PI-POR) Use April 2001 147 .

Enter the storage location and the plant from which the goods are to be issued. In order to perform batch determination. select Logistics → Materials management → Inventory management and enter movement type 261 (goods issue for order). These “unplanned withdrawals” cause the actual costs of the order to be updated. Post the goods issue. Now enter the number of your order.Process Orders (PP-PI-POR) Unplanned Withdrawal of Components for an Order SAP AG Unplanned Withdrawal of Components for an Order Use You can withdraw materials for an order even if the materials are not listed as components in the order. which you can then copy over to your list of items. For each material you want to be issued. 2. The system will find batches of this material. proceed as follows: 1. 148 April 2001 . Press Enter. enter: the material number the quantity the quantity unit Batch If the material you want issued is subject to handling in batches. you must either: set up a batch search strategy or enter an asterisk (*) in the field Batch. In the initial screen. 4. you will have to either enter a specific batch number or carry out batch determination. The system automatically branches to the screen Enter goods issue: New items. Procedure To carry out unplanned withdrawals for a process order. 3.

This means that the process order is relevant for inventory management. • • • • • • • If desired. If this case arises. tol. Goods receipt indicator (GR): If this indicator is set. the receipt is regarded as a partial delivery and accepted without a corresponding warning message. Goods recipient and Unloading point as additional information for the goods receipt. the system automatically proposes for the material to be posted to stock in quality inspection when the receipt posting is carried out. Delivery complete indicator: This indicator is set automatically by the system as soon as a delivery is posted within the delivery tolerances.SAP AG Process Orders (PP-PI-POR) Delivery to the Warehouse Delivery to the Warehouse The data required to deliver the manufactured material to the warehouse is contained in the header screen Goods receipt/Valuation of the process order header. the system issues an error message during the posting of the goods receipt. you can enter a percentage for the tolerance of underdelivery. the system proposes it in this field. set this indicator manually during a goods receipt posting. The system does not accept a goods receipt which is greater than the order quantity plus the overdelivery tolerance. If a goods receipt quantity is within the underdelivery tolerance. you can enter a percentage for the tolerance of overdelivery. If the goods receipt quantity is less than the expected quantity minus the underdelivery tolerance.: Here. you can also maintain Batch. Overdeliv. The system does not issue any warnings with regard to the quantity of the goods receipt. the system issues a corresponding message. Quality inspection: If this indicator is set. Non-valuated goods receipt indicator (GR non-val): This indicator is set automatically by the system if the order is assigned to an account other than that of the material to be produced (for example to a sales order). You can. however. Unlimited: If this indicator is set. This screen contains the following information: • Underdeliv. tol. Storage location: If a storage location is maintained in the material master of the material being produced. a goods receipt is expected for the process order.: Here. April 2001 149 . unlimited overdeliveries are permitted.

this quantity does not correspond to the yield. for the following reasons: In order to calculate the activities performed.Process Orders (PP-PI-POR) Automatic Goods Receipt SAP AG Automatic Goods Receipt Use In the control key of an operation or phase. as a rule. the system issues a warning message when you confirm one of them. In this case. When you use process messages from process control (PI PROD). you can specify that the system should automatically post the finished material to stock when the operation or phase is confirmed. You should therefore make sure that only one operation or phase in the order (normally the last operation or phase) has a control key that specifies automatic goods receipt. you have to post the goods receipt manually. the quantity processed during an operation is confirmed. An automatic goods receipt can only be posted for one operation or phase per order. automatic goods receipts should not be used. In PP-PI. you should not use this function in process manufacturing. 150 April 2001 . As a rule. If several operations or phases in an order have a control key that specifies automatic goods receipt.

the system carries out the following checks: • Goods receipt indicator – – – • – The system checks whether a goods receipt is permitted for the order (indicator GR) and whether or not the goods receipt is to be valuated (indicator GR non-val).SAP AG Process Orders (PP-PI-POR) What Checks are Carried Out During a Goods Receipt? What Checks are Carried Out During a Goods Receipt? When a material is delivered to stock after production. If the delivered quantity is not within the under-/overdelivery tolerances specified in the order header screen Goods receipt/Valuation. Under-/Overdelivery tolerance April 2001 151 . the system issues a warning or an error message.

the delivered quantity is multiplied by the standard price in the material master record of the material produced.Process Orders (PP-PI-POR) Delivery to Stock: Costs SAP AG Delivery to Stock: Costs When you deliver the material to stock. the delivered quantity is multiplied by the price defined by the valuation variant. • 152 April 2001 . If the price control indicator in the material master record is set to “V”. the system determines the costs of the material produced in the following way: • If the price control indicator in the material master record is set to “S”.

SAP AG Process Orders (PP-PI-POR) Delivery to Stock: Updates in the Material Master Delivery to Stock: Updates in the Material Master The following fields of the material master record (Accounting view) are updated when you post a goods receipt for the material: • • • Total stock quantity The total valuated stock for the material. April 2001 153 . The system automatically determines the moving average price by dividing the material value in the stock account by the total warehouse stock of a plant. Total value The value of all the valuated stock of the material. Moving average price Price which is calculated according to the corresponding goods movements and invoices created for the material.

it is still possible to post goods receipts for remaining quantities. or the Del. indicator is set manually during a goods receipt. However. the total quantity delivered to stock for the order is within the tolerance limits of the order. The status “final delivery” is activated in the order as soon as The status “final delivery” specifies that no further goods receipt is expected for the order. indicator is set manually during a goods receipt. compl.Process Orders (PP-PI-POR) Delivery to Stock: Updates in the Order SAP AG Delivery to Stock: Updates in the Order The following fields are updated in the header screen Date/Quantity overview and in the main header of the order when you post a goods receipt for the material produced: • • • Confirmed quantity The total quantity of the material that has been delivered to stock. Confirmed finish date The date of the last goods receipt for the material. Order status The status “partially delivered” is activated in the order until – – • – – the total quantity delivered to stock reaches the order quantity (minus the underdelivery tolerance). or the Del. compl. 154 April 2001 .

the planned quantity is proposed from the order. in this case. Select the menu options Movement type → Order to warehouse (101). the material quantity per batch is proposed. Check the entry.SAP AG Process Orders (PP-PI-POR) How to Post a Goods Receipt How to Post a Goods Receipt To deliver an order to stock. add the order number. if you are inspecting using inspection points. See also R/3 Integration Using Process Messages [Ext. – – – – The system displays the movement type in the corresponding field. You reach the screen Goods Receipt for Order: New Items 0001. the plant and the storage location and then press ENTER. Starting in the initial screen. A goods receipt can also be generated using process messages on the produced material quantity from process control. set the indicator “final delivery”. select the menu options Logistics → Materials management → Inventory management and then Goods movement → Goods receipt → For order. 3. – – If the process order is finished. Note. You can find further information on goods movements in the MM Inventory Management Guide.]. 4. or inspections for operations or phases. do not set the indicator. If the material is subject to handling in batches. April 2001 155 . the value derived in PP-PI should be ignored. If only a part of the order quantity is delivered to stock. that. 2. Enter the quantity that you want to deliver to stock. proceed as follows: 1. as no confirmations are normally generated by QM. Save the goods receipt. The system proposes the following quantity: if you are not using inspection accompanying manufacture. the system proposes those quantities recorded during results recording for the operation that feature the indicator ‘last partial lot allocation’.

based on the confirmed data An update of the order data.Process Orders (PP-PI-POR) Completion Confirmations in Process Orders SAP AG Completion Confirmations in Process Orders Use A completion confirmation documents the processing status of orders. As such. Precise completion confirmations are important in realistic and exact production planning. 156 April 2001 . A completion confirmation is used to record • • • • • The quantity processed in a phase How much activity is used to carry out a phase The actual dates of a phase The resource at which the phase is carried out Who carried out the phase. A completion confirmation can cause: • • • • • • A reduction in the capacity load on the resource An update of the costs. operations. such as times or order status Withdrawal postings for backflushed components An automatic goods receipt (only for one phase per order) MRP relevant update of the expected yield in the order. completion confirmations are used to monitor the progress of process orders. phases and individual capacities.

only phases and not operations can be confirmed. and capacity requirements planning is only carried out on the basis of the confirmation data of the phases. For information on the confirmation of phases and secondary resource. Make sure that you assign material components for which backflushing has been defined to phases only. an operation is not automatically confirmed when you confirm its phases. April 2001 157 . the goods issue for this component is posted.]. At present. see R/3 Integration Using Process Messages [Ext. When the respective phase is confirmed. scheduling.SAP AG Process Orders (PP-PI-POR) Which Objects Can Be Confirmed? Which Objects Can Be Confirmed? You can enter completion confirmations for: • • • Orders Phases Secondary resources As costing.

You can also enter a long text to describe the completion confirmation.Process Orders (PP-PI-POR) What Data Can You Confirm? SAP AG What Data Can You Confirm? You can confirm the following data for a phase: • • Quantities You can confirm the quantity processed in a phase. For more information. Posting date A posting date is entered for every completion confirmation. You can. 158 April 2001 . You can also enter estimates for the remaining activity to be used. Activity data You can confirm the activity used to carry out the phase. for example. or the number of employees needed to carry out the phase. in the Material overview screen. Personnel data You can. • • Times and dates You can confirm when the processing of the phase was started or finished. see Goods Movements and Confirmations [Page 168]. however. confirm the personnel number of the employee. The system automatically proposes the current date as the posting date. • Goods movements You can post planned and unplanned goods movements with every confirmation. • • Resource You can confirm the resource at which the phase was carried out. such as the duration of the processing time. enter a different date. These estimates can then be used in scheduling and capacity planning to adapt the standard values of the phase.

display these settings in the confirmation function by selecting the menu options Parameters → Fixed parameters in the Process order confirmation screen.SAP AG Process Orders (PP-PI-POR) Fixed Parameters in Completion Confirmations Fixed Parameters in Completion Confirmations Use You can enter settings for completion confirmations both in Customizing (fixed parameters) and in the actual confirmation (Variable Parameters in Completion Confirmations [Page 160]). you can specify the following for phase confirmations: • • • • • • • Whether partial or final confirmation should be proposed by the system Whether a costing log should be displayed if errors occur during the calculation of costs The default time unit for completion confirmations Whether the underdelivery and/or overdelivery tolerances of the order should be checked during confirmation Whether the system should react if the phase/operation sequence is not adhered to Whether previously confirmed data. and that you can correct the errors in the material overview before posting the confirmation Whether the system should check that the date is in the future. You can. • These settings are fixed parameters that can only be maintained in Customizing. April 2001 159 . In Customizing. however. or data which is planned to be confirmed should be displayed during confirmation Whether an error log is displayed for goods movements with errors (for backflushing/automatic goods receipts).

160 April 2001 . choose menu options Parameters → Variable parameters. or only open phases Whether an error log should be displayed for goods movements with errors Whether an error log should be displayed if errors occur during the calculation of actual costs Whether only phases which require confirmation should be displayed. the system adapts the settings to the parameters maintained in Customizing (fixed parameters). in other words. To display or change variable parameters. Each time you carry out a new confirmation. phases whose control key specifies that they must be confirmed. These settings are variable parameters which you can display and maintain in the confirmation function.Process Orders (PP-PI-POR) Variable Parameters in Completion Confirmations SAP AG Variable Parameters in Completion Confirmations Use You can enter settings for completion confirmations both in Customizing (fixed parameters) and in the actual confirmation function (variable parameters). In the confirmation function. you can specify the following during each confirmation: • • • • • • Whether a partial or final confirmation should be carried out The confirmation detail screen to which the system should automatically branch after the initial screen Whether previously confirmed phases should be displayed during a confirmation.

you have the following options: Time Event Confirmation for Phases [Ext. This applies to all the above data. For the individual confirmations.] Only in exceptional cases as part of inspection results recording from QM. The following applies for time event confirmations: – Every confirmed time event is assigned internally to a record type group.]. the time between start and finish of processing counts as the duration of processing). The confirmed value is assigned to a corresponding value in the standard value key parameters. The time event confirmation for the processing section of the phase can take effect on activity “machine time” and on “processing time”. if you enter record type group “2” for the parameters “machine” and “labor” in the standard value key. You can only confirm quantities when you confirm time events. durations. when calculating the actual costs of the phase/operation). The processing of a phase requires both machine time and labor time.SAP AG Process Orders (PP-PI-POR) Entering Completion Confirmations Entering Completion Confirmations Use You can confirm data • For a phase You have two options: – – To confirm quantities. Processing time events are assigned to record type group 2. See also R/3 Integration Using Process Messages [Ext. As part of process control by transferring messages on phase status. during order processing. The link between time event and parameter ensures that the calculated duration counts as an activity (for example. the system calculates the confirmed duration (for example. You can generate confirmations as follows: – – Manually. enter a confirmation for a time event. You can only confirm activities that cannot be assigned to a particular record type group by using the time event “Variable activity”. only when inspection points are used. When you confirm specific events. it is possible to – April 2001 161 . enter a confirmation for a time confirmation ticket. To confirm specific times (such as start or finish processing). If you are not using inspection points.] Time Event Confirmation for Secondary Resources [Ext. Each record type group can be assigned to one or more parameters in the standard value key of the resource (such as machine time). activities or personnel data.

the system confirms all the operations and phases in the order which. If. .Simultaneous confirmation from QM and process control (message on phase status) is not allowed. you set the indicator “final confirmation” for a phase.]. this quantity as a rule. However. As a rule.Process Orders (PP-PI-POR) Use SAP AG return to the confirmation transaction. you can confirm the following data for several phases from different orders at the same time: yield reason for variance personnel number resource – • For several phases at the same time – – – – – For each phase. For this reason. In process industries. during a collective confirmation. you can also specify whether the entry is a final confirmation. These phases are confirmed in proportion to the quantity entered at header level. See also QM documentation on inspection management/inspection recording. is preassigned ‘no confirmation’ in PP-PI. the system automatically clears any open reservations for that phase. and the indicator “Open reservations” is set in the confirmation parameters in Customizing. • For an order – If you enter a confirmation at order header level. the indicator that controls the recording of confirmations issued by QM. Within process control. you can have the relevant orders confirmed during Material Flow Postings Between Process Orders [Ext. does not equal the processing quantity. If you use the collective entry function. according to their control key. for the following reasons: . the processing quantity is required to determine the activity required. 162 April 2001 . but no confirmation is automatically transferred from results recording.QM returns the yield. can be confirmed or must be confirmed. you should not use this method in process manufacturing.

Specify the phase you want to confirm: – – Enter the completion confirmation number. Choose between final confirmation and partial confirmation. proceed as follows: 1. Select the phase you want to confirm. You can also switch between partial/final confirmation via the menu options Parameters → Variable parameter. If you enter only the order number. If not all the fields which you need for completion confirmation are available on the screen. – – If you want to confirm data for a phase that is only partially processed. Confirming a single phase To enter a confirmation at phase level. you can reach the required fields or the required screens via the function keys or via the menu. Select the menu option Confirmation → Enter for phase → Time ticket or Time event. and phase number. 3. A partial confirmation can be especially useful if you work with very large lots. You can now enter quantity/activity and personnel data in the same screen. Enter the data you want to confirm. If you want to confirm data for a phase that is finished. select the menu options Logistics → Production -process → Process order. You have three possibilities: – Select the menu option Goto and the corresponding screen: → Quantity/activity → Dates → Personnel data → Qty/Activity/Forecast – Press ENTER.SAP AG Process Orders (PP-PI-POR) How to Enter Confirmations at Phase Level How to Enter Confirmations at Phase Level To reach the screen for entering completion confirmations. the system lists the operations and phases contained in the order. This identifies the phase to be confirmed. The system automatically branches to the screen which is specified in the screen control (Parameters → Variable parameters). dates). 4. select the indicator Partial confirmation. and you wish to simultaneously clear any open reservations for the phase. 5. or the order number. April 2001 163 . 2. mark the indicator Clear open reservs. – Select the menu options Goto → Actual data. Specify which data you want to confirm (for example.

Save your completion confirmation. 3.Process Orders (PP-PI-POR) How to Enter Confirmations at Phase Level SAP AG 6. Save your confirmation. press the function key Material overview to check or change any goods movements that are to be posted with the confirmation. The activities of collective confirmations are calculated using the confirmed quantity and the planned standard values. Enter the relevant confirmation numbers and the data you want to confirm. 164 April 2001 . If required. Select the menu options Confirmation → Enter → For phase → Collective entry. you can enter a new completion confirmation in each line. Each line represents one confirmation and is assigned a separate confirmation counter. 7. 2. In this screen. proceed as follows: 1. Confirming several phases For collective entry.

3. Enter the data that you want to confirm. you can enter a degree of processing. April 2001 165 . Enter the order number and press ENTER. As an alternative to entering yield. Select the menu options Logistics → Production .process → Process order.SAP AG Process Orders (PP-PI-POR) How to Enter Confirmations at Order Level How to Enter Confirmations at Order Level To enter a confirmation at header level. and then Confirmation → Enter for order. 2. proceed as follows: 1.

personnel number) in the Default values section and choose Enter. This data overwrites data that you may have already entered. activities. You have the complete functionality of time ticket confirmation. 4. dates. • Procedure 1. Suggesting actual data You can specify at which time (when entering. Save your confirmations. 166 April 2001 . • Identifying the confirmation You can identify an individual confirmation either by the confirmation number or the order number/phase number. you can switch between the individual confirmations. Choose Confirmation → Enter for phase → Collective confirm. Choose Logistics → Production process → Process order. 3.]). 2. choose Actual data. and choose Continue. select the relevant actual data. Enter the data that is to be valid for all confirmations (for example. You can change the default type of confirmation identification during the input dialog. The Collective Entry: Time Ticket screen appears. no quantities are suggested and activities are determined when you save. Each line corresponds to a confirmation and contains fields that are also available when you make a single entry for a time ticket confirmation. Enter your confirmations. You can determine how the table is to be set up (see Table Controls [Ext. You can have the system suggest actual data (quantities. choose Operations → Confirmation → Define Parameters for Collective Confirmation). By default. when saving) quantities or activities to be suggested. To do this. You can save these default values as user-dependent so that they appear the next time you log on. To do so. personnel data). You can go to the actual data screen by choosing Goto → Actual data. You can also delete these default values. unit of measure. If several confirmations have been selected. Personnel data and dates are always suggested. From this screen. choose Edit → Other view. you can go to the detail screens and to the goods movement overview.Process Orders (PP-PI-POR) Entering Collective Confirmations SAP AG Entering Collective Confirmations Prerequisites You can preset the following values (in Customizing for Process Orders. select the relevant confirmations.

When you save the confirmations. On this screen.SAP AG Process Orders (PP-PI-POR) Entering Collective Confirmations You can branch to the goods movement overview from the collective entry screen (choose Goto → Goods movements). see Goods Movement Overview [Ext. April 2001 167 .]. change the goods movements. You can check and. the goods movements are also posted. the Goods movement already determined indicator is set for the selected confirmations. When you go back to the collective entry screen. if necessary. For more information. the goods movements for the selected confirmations are displayed.

Automatic goods receipt should not normally be carried out in process manufacturing for the following reasons: The operation quantity (quantity confirmed) does not normally correspond to the quantity produced. Unplanned Goods Movements You can branch from a confirmation to a material overview. the system automatically posts the produced material to stock. the system automatically posts a goods issue for these components. the goods receipt is triggered by the corresponding message (exception: inspection point processing in QM). or only those which are to be backflushed/for which an automatic goods receipt is to be posted. In Customizing. If you use this function. See Process Management. not enough material in stock when the backflushing occurs). You can post goods movements in PP-PI using process messages from process control. R/3 Integration Using Process Messages [Ext. you can specify whether the overview lists all the components assigned to the phase/operation. An automatic goods receipt can only be posted for one phase/operation per order. If you want to use process messages (PI_PROD) to report material quantities. you can also post planned or unplanned goods movements. You should therefore make sure that only one phase per order (usually the last one) has a control key that specifies automatic goods receipt). you can process the incorrect goods movements either 168 April 2001 . you should not post goods movements within order confirmation. If. Planned Goods Movements The following types of planned goods movements exist: • Backflushing If you confirm an order or a phase with components that have the backflushing indicator set.].Process Orders (PP-PI-POR) Goods Movements and Confirmations SAP AG Goods Movements and Confirmations Use When you create a confirmation. errors occurred in the goods movement (for example. for some reason. PI_PROD) to report material quantities. If you use process messages (PI_CONS. you should not trigger material postings using confirmations. • Automatic goods receipt If the control key of the phase being confirmed specifies automatic goods receipt. You can enter any number of planned and/or unplanned goods movements in the material overview.

You can start the temporarily stored goods movements periodically using a background job with the program CORUPROC. see Reworking Goods Movements [Page 170]. • Correction by reworking If you want to correct goods movements errors later. you can specify that planned goods movements (backflushing/automatic goods receipt) should be temporarily stored when you post the confirmation and posted in the background. The following restriction applies to the material overview: If the confirmation parameter “All components” is set and you branch to the material overview before you save. You can then correct the errors by branching to the material overview before you save the confirmation. the system lists all components in the material overview. or if you do not branch to the material overview. For further information on this function. if goods movements errors have occurred. and post these goods movements. You can configure the background job in Process Order Customizing via Operations → Schedule background jobs. April 2001 169 . the system only displays components that are to be backflushed or for which an automatic goods receipt should occur. • Correction in the confirmation You can set up Customizing (error handling indicator) so that the system displays an error log before saving a confirmation.SAP AG Process Orders (PP-PI-POR) Use directly in the confirmation transaction or in a separate transaction for processing goods movements with errors. Goods Movements in the Background Using Running Confirmation Processes Separately [Page 174] in Customizing. you can use the reworking function. If the confirmation parameter “All components” is not set.

too little stock. Features This function enables you to: • Display errors in detail Examples of errors are: missing storage location. missing batch. posting in the incorrect period. and to carry out the goods movement again. • • Correct goods movements Carry out goods movements again 170 April 2001 . blocked material data.Process Orders (PP-PI-POR) Reworking Goods Movements SAP AG Reworking Goods Movements Use This function enables you to correct goods movements errors arising from confirmations.

You leave the message by choosing Enter. 5. April 2001 171 . and make any necessary changes to them (Goto → Change details. Choose Environment → Display errors to display the errors in detail.SAP AG Process Orders (PP-PI-POR) How to Rework Goods Movements How to Rework Goods Movements 1. 4. Change to the process order menu. 2. Select the goods movements you want to rework. Enter the selection criteria for the desired goods movements. Wählen Sie Environment → Material movement → Rework goods mvmnts 3. and choose Execute. Select the desired goods movements. Choose Save to carry out the goods movements again. 7. 6. for example).

invalid cost center. Features This function enables you to: • Output an error log on the error details Examples of errors are: missing activity price. or incorrect allocation of activity type to cost center.Process Orders (PP-PI-POR) Reworking Actual Costs SAP AG Reworking Actual Costs Use This function enables you to redetermine actual costs if an error has occurred during a previous determination of actual costs during confirmation. • Redetermine actual costs 172 April 2001 .

2. Use selection criteria to choose the confirmations you want to rework. Choose Save to redermine the actual costs. 3. and choose Goto → Error log. and correct the error.SAP AG Process Orders (PP-PI-POR) How to Redetermine Actual Costs How to Redetermine Actual Costs 1. Return to the session for reworking confirmations. 8. 4. 7. Choose Confirmation → Rework actual costs. 5. Open a new session. Change to the process order menu. Select the desired confirmations. Select the confirmations that you changed. April 2001 173 . 6.

You can use this setting to improve system performance when entering confirmations. you can specify in Customizing whether these confirmation processes are to be carried out in parallel. Posting automatic goods receipt Backflushing components Determination of actual costs. You can influence the following confirmation processes that you can: In addition.Process Orders (PP-PI-POR) Running Confirmation Processes Separately SAP AG Running Confirmation Processes Separately In Customizing. or consecutively. you can make settings that specify when processes triggered by a confirmation should run. 174 April 2001 . You can specify that the processes run: • • • • • • Immediately online Immediately in the update task Later as a background job. You can specify the following: • • Number of parallel tasks The server to be used.

SAP AG Process Orders (PP-PI-POR) Canceling Completion Confirmations Canceling Completion Confirmations Use It is possible to cancel data previously confirmed. You can also access this function from within a PI sheet. You also activate user stati (depending on the reason for the malfunction) when confirming a phase.]. April 2001 175 . The stati are not automatically canceled when you cancel the confirmation. you can also cancel three confirmations and all confirmations automatically created by them. What can you Cancel? Every completion confirmation entered in the system can be canceled. Thus. if you entered three confirmations for a phase. See also: Canceling Order Confirmations [Ext.

Press ENTER. Check the data to be canceled in the detail screen and save the cancellation. Select the phase in question or the confirmation to be canceled. you clearly identify the phase. If several confirmations have been entered for a phase. Select the menu options Confirmation → Cancel. you can enter a reason for the cancellation in a long text. 176 April 2001 . Proceed as follows: 1. If you enter only the order number.Process Orders (PP-PI-POR) How to Cancel a Completion Confirmation SAP AG How to Cancel a Completion Confirmation If you want to cancel a confirmation. you only have to identify the phase. Specify the phase for which you want to enter a cancellation: – – By entering the completion confirmation number or the order number and the phase number. the system branches to a screen which lists the confirmations. 2. you must first specify which completion confirmations you want to cancel: • • If only one confirmation has been entered for a phase. If several confirmations exist for the phase. the system branches directly to the detail screen of the confirmation. – – 4. If only one confirmation exists for the phase. Branch to the corresponding detail screen. When the cancellation is saved. you must also specify which completion confirmation you want to cancel. Mark the completion confirmation you want to cancel. 3. To reverse the cancellation of a confirmation you must manually reenter a confirmation. the system branches to a screen with the corresponding phases/operations and their confirmations. 5.

Select the menu options Confirmation → Display. Proceed as follows: 1. you must call up the completion confirmations in display mode. The system branches to an overview screen in which all confirmations and cancellations entered for the order are listed.SAP AG Process Orders (PP-PI-POR) How to Display Canceled Confirmations How to Display Canceled Confirmations If you want to display confirmation cancellations for the phases of an order. April 2001 177 . 2. Enter the number of the order in question.

You schedule the job in Customizing for Process Orders (Operations → Schedule Background Jobs). Decoupling is set up in Customizing. • If you are working in the update task. various processes are triggered (goods movements are posted. You cannot set deletion flags (status DFVL) for orders with future change records. processing takes place as usual in dialog mode. The next dialog step can take place right away. For an example of when you can schedule the processes. You use the variant to define which processes are to be executed in the job. if the the confirmed quantity of a material has not yet been posted to stock by the automatic goods receipt. • • 178 April 2001 . These future change records contain all the necessary information for processing the background job later (see Processing Selected Confirmation Processes). If the processes are background jobs. • If you do not make any special settings.You can process future change records in parallel (see Settings for Decoupling Processes Carried Out During Confirmation). see Example: Background Processing. In the background job. You can define when each of these processes is to run: If an error occurs during actual cost determination or goods movement. Due to time differences from decoupling. The data for the processes is passed to the update task without delay and is processed immediately. the processes are triggered immediately. which disappear when processing of all future change records is finished. they are not executed immediately. This is useful if a large number of future change records have to be processed in a limited amount of time. you can remove the cause of the error or cancel the processing of the confirmation.Process Orders (PP-PI-POR) Decoupling of Confirmation Processes SAP AG Decoupling of Confirmation Processes Use When you enter confirmations. Background Processing For background processing. Features You can decouple the following confirmation processes: • • • • Automatic goods receipt Backflushing Actual cost determination In dialog mode. note the following: • Future change records are saved for the individual processes. actual costs are determined) that may affect the response time of the confirmation dialog. you schedule the CORUPROC program with a variant. the next dialog step is possible immediately. You can avoid this by decoupling these processes from the actual confirmation. The next dialog step can only take place when all processes have finished. data inconsistencies can arise. This is the case for instance.

SAP AG Process Orders (PP-PI-POR) Decoupling of Confirmation Processes April 2001 179 .

• Parallel processing If you are working with background jobs. you can determine the following parameters: • • • Number of parallel tasks The server to be used Maximum number of items per material document (for goods movements) To maintain the paralleling type. backflushing. choose Operations → Confirmation → Define Time for Confirmation Processes in Customizing for Process Orders. choose Operations → Confirmation → Define Confirmation Parameters in Customizing for Process Orders. actual costs determination)? When is the process to run (dialog mode. The confirmation processes are divided into two groups: goods movement (goods receipt and goods issue) and actual cost determination. • Confirmation parameters In the confirmation parameters. you assign a key term for process control of the confirmation process to an order type in a plant. you enter the confirmation processes that are to be processed in parallel here. choose Operations → Confirmation → Define Paralleling Type for Confirmation Processes in Customizing for Process Orders. To enter the confirmation parameters. background job)? You summarize the following settings in a key term for process control: To define the control key for process control. update task. For each group. 180 April 2001 . This activates decoupling for the order type.Process Orders (PP-PI-POR) Settings for Decoupling Processes Carried Out During Confirmation SAP AG Settings for Decoupling Processes Carried Out During Confirmation You can make the following settings for decoupling: • • • Execution time Which processes are to be decoupled (automatic goods receipt.

processing in dialog mode or in the update task are both possible. you must decide when the individual processes are to take place.SAP AG Process Orders (PP-PI-POR) Example: Background Processing Example: Background Processing If confirmations processes are to be processed in the background. twice a day). up-to-date stock levels are less important. Actual costs determination should take place less frequently (for example. It is needed for cost control and is therefore to be adapted to the processes in Controlling. Backflushing withdrawals should be processed within larger periods (for example. it is important that stock levels are kept up-to-date. other material consumers as well as material requirements planning must be notified. For this reason. • • April 2001 181 . As a general guide: • Automatic goods receipts should be processed directly after the actual confirmation. once a day). Particularly for materials that are to be processed further or that are required in sales. However. Actual costs determination is not important for a smooth production process. Since the material has already been physically taken from the storage location.

) Display a confirmation for a future change record (Select a record and choose Confirmation. in exceptions (for example. There are separate functions for processing goods movements with errors and errors in actual cost determination.) Execute data transfer to HR (Choose HR data transfer. for moving up processing when the background job is planned later).) Execute backflushing/automatic goods receipt/actual cost determination (Select a record and choose Save.Process Orders (PP-PI-POR) Processing Predefined Confirmation Processes SAP AG Processing Predefined Confirmation Processes Use You can use this function to process future change records for confirmation processes (see also Decoupling Processes Carried Out During Confirmation [Page 178]). 182 April 2001 . You can limit the selection of orders or the selection of processes. Activities You start this function from the Process Orders screen by choosing Confirmation → Predefined Processes. You can use this function to process future change records from confirmations for the following processes: • • • • • Backflushing Automatic goods receipt Actual cost calculation HR data transfer Display an order for a future change record (Select a record and choose Order.) You can do the following: • • • You cannot cancel confirmations for which there are future change records. Future change records are usually processed as background jobs. You can only execute this action for all records simultaneously. You only have to process future change records online. Features On the selection screen. you can decide which future change records are to be read.

CO Cost Object Controlling.SAP AG Process Orders (PP-PI-POR) Order Settlement Order Settlement For information on order settlement. see the following sections: • • R/3 Library PP Production Orders.] R/3 Library.] April 2001 183 . section Order Settlement [Ext. section Process Orders in Cost Object Controlling [Ext.

see Business Closing of Process Orders [Page 187]. • • • For process orders that have been completed and for which all costs have been posted. see Technical Completion of Process Orders [Page 185]. see Technical Completion of Process Orders [Page 185].Process Orders (PP-PI-POR) Order Closing SAP AG Order Closing Use You use the order closing function to indicate that a process order is complete from the logistics and cost accounting points of view. For process orders that have been completed and for which costs must or can still be posted. 184 April 2001 . For process orders that are prematurely terminated or cannot be executed correctly.

To set the order to Technically completed. you cannot make any changes to the order. You usually use this function when you want to terminate execution of an order prematurely. see Business Transactions [Page 196]. The reservations are deleted. While carrying out mass processing (Logistics → Production process → Process order → Tools → Mass processing). choose Process order → Functions → Restrict processing → Revoke technical completion. You can. The system status Technically completed (TECO) is set for the order and the operations. However. capacity requirements). the technical completion of the order can be revoked. For more information. choose Technically complete in the Actions group box. reservations. If an order is technically completed. Prerequisites You must be allowed to set the order or operation to Technically completed.SAP AG Process Orders (PP-PI-POR) Technical Completion of Process Orders Technical Completion of Process Orders Use Technical completion is the completion of a process order from the logistics point of view. Activities You can execute technical completion in the following ways: • • While changing an order. choose Process order → Functions → Restrict processing → Technically complete. the system checks the Technical completion business transaction (BTAB). You can still make postings for the order after the technical completion. You can revoke technical completion in the following way: • April 2001 185 . post a material withdrawal or a confirmation if they were forgotten. or if the order was not properly executed and you want to delete open requirements of the order (for example. While changing an order. You can only display it. Purchase requisitions that may exist for externally processed operations or non-stock components are deleted. if the order data must be changed. The capacity requirements are deleted. for example. Features The following actions are carried out when the order is technically completed: • • • • • The order is not indicated as relevant to MRP anymore. This means that a system or user status does not stop you from doing so.

Process Orders (PP-PI-POR) Technical Completion of Process Orders SAP AG 186 April 2001 .

or commitments for it. business closing. and set the deletion flag. In the system. This means no more confirmations or goods movements are allowed for this order. Other parts of collective orders are closed if they only contain orders that can be closed. Features The following actions are carried out when the order is closed: • • • • • In contrast to the technical completion. or Technically completed (TECO). the status Closed (CLSD) is also set for lower-level orders. • • • • The business transaction [Page 196] Close must be allowed for the order or operation. In the collective order. the order must have already reached status Released. All actions belonging to the status Technically completed [Page 185] (TECO) are carried out. Prerequisites You can only perform (business) closing for a process order if: • The order has status Released (REL). This status (or Technically completed) is a prerequisite for archiving. choose Process order → Functions → Restrict processing → Close. To have status Technically completed. in contrast to technical completion. Control recipe created (CRCR) or Control recipe discarded (CRAB).SAP AG Process Orders (PP-PI-POR) Business Closing of Process Orders Business Closing of Process Orders Use As a rule you perform business closing of a process order when you do not expect any more cost postings for it. All data related to the process order is available and correct (For example. The system status Closed (CLSD) is set for the order and the operations. Such an order is then considered closed for cost accounting and is not taken into account when evaluating process orders that are still open. There are no future change records from the confirmation processes. While carrying out mass processing (Logistics → Production process → Process order → Tools → Mass processing). the orders along the way to the leading order are not closed either. no more costs can be posted to the order. April 2001 187 . revoke the Closed (CLSD) status. orders. The order balance is 0. You can no longer change the order. There are no more open purchase requisitions. is usually only called "close". Activities You can close the order in the following ways: • • While changing an order. You can only display the order data. This means that a system or user status does not stop you from doing so. If the system detects an order in the collective order that cannot be closed. the inspection lots for the order must be completed). choose Close in the Actions group box.

choose Process order → Functions → Restrict processing → Revoke closing.Process Orders (PP-PI-POR) Business Closing of Process Orders You can revoke closing as follows: • SAP AG While changing an order. 188 April 2001 .

Prerequisites Only one archiving object is required for archiving process orders.] April 2001 189 . Activating the deletion indicator in the order 3.SAP AG Process Orders (PP-PI-POR) Archiving Archiving Use Archiving process orders is part of the general reorganization procedure for orders. You can do this either manually or automatically (that is. the retrieval function. It is called PR_ORDER. An order can only be archived after you have activated a deletion flag for it. See also: Archiving Process Orders (PP-PI) [Ext. Carrying out an archiving run Orders that have already been archived can be restored and displayed in the R/3 System by means of a fourth step. After a first residence time has elapsed. in a background job). the deletion indicator is activated for those orders marked with a deletion flag by running a background job. After a second residence time is over. the orders are archived and deleted from the database at the same time. Process Flow The reorganization of orders is divided into three steps in the R/3 System: 1. Activating the deletion flag in the order 2.

Choose Logistics → Production . Activities 1. Error messages that may occur are collected.Process → Process Order → Tools → Mass Processing. Enter the selection criteria and choose the action to be executed. 2. The log records are assigned to the order or the order network. Features The following mass processing functions are available: • • • • • • Scheduling Setting up capacity requirements Costing WM material staging Technical completion Closing Test Run You can specify whether the changes made in mass processing should only be carried out as a test. Log Log records are written and saved when you execute the function. If no log record is available. If required. also specify whether or not you want to limit the number of the orders to be processed. None of the changes are written to the database. the function was carried out without restrictions. if you want another log and if you only want to carry out a test run.Process Orders (PP-PI-POR) Mass Processing SAP AG Mass Processing Use Mass processing allows you to carry out functions for several orders. 190 April 2001 . The log records contain information about how the mass processing functions are executed.

When business transactions are carried out on an object (for example. April 2001 191 .SAP AG Process Orders (PP-PI-POR) Status Status Definition A status documents the current processing status of an object. on a process order. the status of the object changes accordingly. an operation or a component). The status activated influences which business transactions can be carried out on an object.

you can only delete or change a system status in conjunction with certain business transactions predefined in the system. You cannot influence this status unless you carry out a business transaction which leads to a change of the system status (such as marking the process order as “technically complete”). You can activate any number of statuses in a process order. When you release a process order. the system automatically sets the system status “released”. in other words.]). User status A user status is always activated by the user and can be created in addition to the existing system status.Process Orders (PP-PI-POR) System/User Statuses SAP AG System/User Statuses The SAP System distinguishes between system statuses and user status. you need to have created a status profile in Customizing for the relevant order type (see What is a Status Profile? [Ext. To activate user statuses. It informs the user that a particular function was carried out on an object. 192 April 2001 . You can activate any number of user statuses alongside the internally activated system statuses. System Status A system status is a status set by the system. A system status cannot be influenced by the user.

Both forms are language-dependent. These are the system status or user status. The Status tab page appears.SAP AG Process Orders (PP-PI-POR) Display Status Display Status Use Along with the identification code displayed in the process order header. you can also call up the status in text form.prof field. choose . If you want to display the business transactions allowed for this status. You can change a defined status profile in the Stat. Procedure 1. with or without the status number. To display the active status of a process order. choose the Business processes tab page. April 2001 193 . A list of the statuses for your process orders that are active are displayed. 2.

These statuses are also displayed in the System status field on the header screen.Process Orders (PP-PI-POR) Status in Process Orders SAP AG Status in Process Orders The status menu that you can call up in the process order from the Header . Statuses in the Process Order Status CLSD SETC BNAS BCRQ BASC BRAR BRRQ ORTE ORAC ORRQ CRTD MSPT REL APG APGS APNG APRC APRS MACM MANC NTUP PCMN CSER PIGN CRFI CRCR Description Completed Settlement rule created Batch not assigned Order to be handled in batches Batch assignment complete Batch record archived Batch record required Order record terminated Order record archived Process data documentation/order record required Order created Material shortage Order released Approval granted (for appropriate order types) Single approval granted Approval not granted Based on approved recipe Approval withdrawn Material committed Material availability not checked Dates are not updated Production campaign Error in cost calculation Process instruction generated Control recipe finished Control recipe created 194 April 2001 .General Data screen provides information on the various statuses the system assigns to your order in the course of processing.

SAP AG Process Orders (PP-PI-POR) Status in Process Orders CRAB TECO PCNF OPGN PRC Control recipe discarded Technically Completed Partially confirmed Operation generated Order pre-costed April 2001 195 .

the following requirements must be met: • • At least one active status must allow the transaction No active status may forbid the transaction When is a status active? A status is active if it is set in the object. You want to mark a released process order for deletion. you receive a warning message before the system carries out the transaction desired. However. A status in inactive if it • • Has never been activated Was active before but has since been deactivated 196 April 2001 . The system issues a warning message informing you that the order is not yet technically complete. It is up to you to decide if you want to proceed. despite the warning. the order does not yet have the status “technically complete”. such as • • • • • Releasing an order Releasing an operation Posting a goods receipt Entering a completion confirmation Printing an order How can a status influence a business transaction? A status can • • • Allow a business transaction Issue a warning before the business transaction is carried out Forbid the business transaction In the second case. A business transaction is an action carried out by the user at the screen. a process order) is taken to another processing level that is indicated in the SAP System by a corresponding status.Process Orders (PP-PI-POR) Business Transactions SAP AG Business Transactions What is a business transaction? A business transaction is an action through which an object (for example. When can you carry out a business transaction? To be able to carry out a business transaction.

Within a status profile you can • • • • • Define user statuses and document their function in long texts Specify the expected sequence of user statuses by assigning a "status number" to each user status Define an initial status. 2 3 4 4 1 1 2 4 Planning locked - In this example. These limit the status number interval from which the next user status can be selected. if a certain business transaction is carried out Allow or forbid certain transactions. if a status is active Status Numbers For every user status you can define a status number. ths status "planning locked" can always be activated since it has no status number. If you assign a status number to a user status. Status "preparation" must be activated first. you can activate either status "preparation" or status "check". which is automatically set when the object is created Specify that a user status should automatically be activated. April 2001 197 . you must also specify a lowest and a highest status number for the user status. If you do not assign a status number to a user status. only one user status with a status number can be active at any given time.SAP AG Process Orders (PP-PI-POR) What is a Status Profile? What is a Status Profile? A status profile is created in customizing per order type. With the help of the status number you determine the sequence in which the user statuses are activated. When status "preparation" is active. If status "execution" is active. However. Highest no. the user status can always be activated. it is possible to activate status "execution". Status 1 2 3 4 Preparation Execution Check Completion Lowest no. You have defined the following user statuses with the following status numbers in a status profile: Example of User Statuses with Status Numbers Status no.

Once status "completion" is activated. you can activate either status "execution" or status "completion". If status "check" is activated. In the above example it would therefore not be possible to first activate status "execution" from status "check" and to then activate status "preparation" from status "execution". a return to preceding statuses is no longer possible. 198 April 2001 .Process Orders (PP-PI-POR) What is a Status Profile? SAP AG The lowest and highest number of the highest activated status number is always valid.

you can define status combinations of user status and system status as selection criteria. You can enter the system status as well as user status in a selection profile. you must enter the corresponding status profile when creating the selection profile. April 2001 199 .SAP AG Process Orders (PP-PI-POR) What is a Selection Profile? What is a Selection Profile? In a selection profile. You cannot assign a status profile to a selection profile at a later time. choose Master Data → Order → Define Selection Profiles in Customizing for Process Orders. For more information on creating a selection profile. Selection profiles are used for selection in the order information system. If you also want to select according to user status.

200 April 2001 . The system automatically creates a separate order item for each of the co-products. The following applies to process orders with co-products: • • You can settle the main product and the co-product(s) to different receivers Goods movements can be posted simultaneously for all products manufactured in the order. but with separate settlement. One product is regarded as the main product and the remaining products are described as co-products.Process Orders (PP-PI-POR) Co-Products SAP AG Co-Products Use Products that are usually manufactured together can now be produced using one process order.

item type L). The co-product must exist as a component in the material list of the main product (negative quantity.SAP AG Process Orders (PP-PI-POR) Process Orders with Co-Products: Prerequisites Process Orders with Co-Products: Prerequisites You must meet the following requirements if you want to create a process order with co-products: • • • Activate the indicator Co-product in the material master of the co-product (MRP 1 screen). The indicator Co-product must be activated in the General data screen of the material component. April 2001 201 .

The apportionment structure specifies how the total costs should be distributed over the main product and the co-products. Based on this data.e. over the individual order items) One settlement rule per item that assigns the costs to stock At present. the system creates the following when a process order is created: • • One settlement rule that distributes the total order costs over the main product and the coproducts (i. it is only possible to distribute actual costs. You specify an apportionment structure in the material master of the main product.Process Orders (PP-PI-POR) Co-Products: Costs SAP AG Co-Products: Costs The costs for the orders are assigned to the order header and then distributed to the individual co-products according to equivalence numbers. 202 April 2001 .

4. The system displays a dialog box in which you can enter apportionment structures. Go to the material master of the main product. please make sure that the indicator Co-product is activated (indicator next to the function key).SAP AG Process Orders (PP-PI-POR) Co-Products: Using a Source Structure Co-Products: Using a Source Structure By using a source structure. Define a source structure in Customizing. you need to: 1. An apportionment structure can only be defined for co-products. Branch to the MRP 1 screen. the cost distribution must be the same for all cost element groups in the apportionment structure: Example of equivalence numbers without source structure Cost element grp Production costs Material costs Overhead Main product 2 2 2 Co-product 1 1 1 If you want to work with a source structure. define an apportionment structure in the material master of the main product. you can enter different equivalence numbers for different cost element groups within the same apportionment structure. April 2001 203 . Select the function key 'Co-prod. manufacture'. If you do not use a source structure. Example of equivalence numbers with source structure Cost element grp Production costs Material costs Overhead Main product 1 2 5 Co-product 4 1 3 Here. 3. 2. the cost distribution varies between the cost element groups in the apportionment structure. Therefore. After this.

Process Orders (PP-PI-POR) Information Systems SAP AG Information Systems Use The following information systems are available for process manufacturing: • The order information system [Page 205] for − − • − − − − − − Reporting Mass processing The Shop Floor Information System enabling standard analyses for Resources Operations Material Process orders Material consumption Product costs For more information on the Shop Floor Information System. see the R/3 Library Logistics General -> Logistics Information System (LIS). 204 April 2001 .

The order information system offers various list types in reporting. Features All orders that exist in the system can be included in the evaluations (including those with deletion flags/indicators). Prerequisites The profile for the individual objects and the overall profile you want to use for the information system must have been defined in Customizing. The following functions are available to display the objects selected from the database: • • Object Overview [Page 209] (Objects in hierarchical form.SAP AG Process Orders (PP-PI-POR) Order Information System Order Information System Use The order information system is a tool that offers the following shop floor control functions for process orders: • • Reporting Mass processing Evaluations are made using the logical database IOC and the original order tables. shows relationships between objects) Object Detail List [Page 211] (detailed information on individual objects) April 2001 205 . archived orders are not taken into account. Their layout can be adapted to suit your requirements. However.

Process Orders (PP-PI-POR) Search Optimization SAP AG Search Optimization Use To improve system performance. You want to have an overview of the status of all orders of a particular order type. you must also select the object “operations”. you can specify which objects are read from the database. order items. by the order items. You can also change these settings manually on the initial screen. which are situated above that object on the data base. If you select the object “components”. operation sequences. The order header is at the top of the hierarchy. When specifying which objects are read from the database. operation level) Incorrect automatic goods movements (order header level. the system needs to read the relevant order headers. the system will also automatically select all other required objects. Object Hierarchies on the Database The objects are stored on the database in a hierarchical structure. the system needs to read the actual object as well as all the objects. To be able to display components. operations and components. the confirmations. operation level. note the following: To display a particular object. the operations status). In this case. and so on. You want additional information on partially released or partially confirmed operations (for example. You can select the following data objects: • • • • • • • • • Order header Order item Documented goods movements Operations / phases / secondary resources Components (Individual) capacity requirements Confirmations (order header level. make sure that all objects except for the order header are deselected. 206 April 2001 . In this case. sub-operation level) Automatic goods movements (order header level. operation level) You can define an overall profile to specify which data objects are read from the database (see Order Information System: Profiles In Customizing [Page 207]). You want to create a list of all the components required for a certain group of orders. followed.

April 2001 207 . and components) can be filtered using a selection profile. They contain information regarding selection criteria and layout of lists. Overall profiles In an overall profile. You can enter the following information in a single profile: • • Fields displayed (both in object overview and object detail list) You can specify via a subprofile which fields are displayed when you call up the list. order headers. you can enter the following information: • • • • • A variant which can be used to suppress selection criteria Which objects to read from the database Which of these objects are to be displayed in the list Object up to which objects are to be expanded on the object overview Single profiles for all objects Single profiles In a single profile. Specifications on how the list is formatted You can. for example. • Status filters Objects that have a status (for example. influence the grouping of the fields and determine whether the values are to be displayed as percentage rates. The corresponding object list is automatically filtered according to these criteria when you call it up. • • Sort criteria You can specify via a subprofile how the fields are sorted when you call up the list. you enter parameters relevant for the object overview list (first point only) and the object detail list (all points). which you can enter on the initial screen. define the width of the columns. you can store filter criteria for the objects. operations. Grouping criteria You can specify via a subprofile how the fields are grouped together when you call up the list • User filters Via a report variant.SAP AG Process Orders (PP-PI-POR) Order Information System: Profiles In Customizing Order Information System: Profiles In Customizing Use The information displayed in the process order information system as well as the layout of the information is controlled via an overall profile. The overall profile contains several subordinated single profiles.

208 April 2001 .Process Orders (PP-PI-POR) Order Information System: Profiles In Customizing SAP AG Activities Maintain the required profiles in Customizing.

• Suppressing irrelevant objects You have. selected phases.). compressing phases when displaying operations). or in the overall profile. selected "operations". You therefore compress the object “sub-operations”. and now only want to process the operations. you may only want to refresh the orders that have changed. Partial refresh: If you have only changed a small number of orders in the list. for example. for example.SAP AG Process Orders (PP-PI-POR) Object Overview Object Overview Use The object overview displays the objects selected from the process orders in hierarchical form. (such as order/operation releases. you first need to mark the relevant objects). you may want to hide the object “operation” as it is of no interest to you. Whereas suppressing irrelevant objects can be used for hierarchically superior objects (for example suppressing sequences when displaying operations). or in the overall profile. You either want to display the field "confirmed time". If you then want to refresh the list to reflect the changes that you made. This makes it easy to see the relationship between the individual objects (for example component allocated to an operation or confirmation allocated to an order header). Two of these are of particular interest. for example. This can be specified in the transaction. chosen all process orders to which a certain component is allocated. compressing objects is useful for hierarchically subordinate objects (for ex. April 2001 209 . as this would reduce the system load (To carry out a partial refresh. This can be specified in the transaction. This can be specified in the transaction. You change the displayed fields or the sequence of the field display via the field selection for object "operations". you have two options: • • Complete refresh: A complete refresh will update all process orders in the list. You can hide the remaining orders so that you can concentrate on the relevant orders. or in the overall profile. for example. Refreshing the List You can branch into any number of process orders within the list and carry out business transactions. availability checks. The following functions allow you to structure the information in a way which best suits your requirements: • Suppressing irrelevant orders You have. • Compressing selected objects You have. In this case. • Displaying fields/changing the field sequence You have. etc. chosen all process orders that belong to a particular sales order. or you want to put it at the beginning of the line rather than at the end.

Process Orders (PP-PI-POR) Object Overview SAP AG 210 April 2001 .

however. Header detail list Item detail list Operation detail list Component detail list Confirmation detail list Capacity detail list Goods movements Displays the following objects: Order headers Order items Order operations Order suboperations Order components Confirmations of orders Confirmations of phases Operation capacities Suboperation capacities Goods issues for backflushed components Automatic goods receipts Failed goods movements Goods issues for backflushed components Automatic goods receipts Purchase requisition Purchase order You can control the content and the layout of the list by specifying • • • Which fields are to be displayed for the object The layout of the fields (for example. group the information in the detail list according to order / operation. Similar objects (for example operations and phases) are displayed in one list. The detail list is suited to this purpose. You can. grouping or width of the field columns) The sequence in which the objects are displayed (ascending/descending order) April 2001 211 . You want to display all components that were used during a particular period.SAP AG Process Orders (PP-PI-POR) Object Detail List Object Detail List Use Every object selected from the database can be • • Displayed in the object overview. or Displayed in the detail list Each detail lists contains detailed information on the object.. The Process Order Information System offers you the following object detail lists: Object detail list. since you do not require detailed information on the superior objects “operation” and “order”..

the objects are restricted to order headers and components. 212 April 2001 . If you do not specify which objects are to be displayed in the detail list. if you want to make the display of an object dependent on its status. You can print out information displayed on the lists You can filter the information displayed on the lists You can branch to other objects from within the list (If. for example.Process Orders (PP-PI-POR) Object Detail List • • • • SAP AG A selection profile. the system displays information on all objects. you can branch to the sales order by positioning the cursor on the field. the Sales order no. and choose Environment → Display object. field is displayed. The object detail list offers the following functionality: If you want to include planned orders in a collective availability check (see Collective Availability Checks [Page 213]).

As with individual checks. you can check the material availability of several orders at the same time. the checking rule is determined via the order type (process orders) or the MRP group / plant parameters (planned order). See also: Availability Checks [Page 103] April 2001 213 . These collective availability checks always carry out an overall availability check for each of the orders. The orders to be checked can be process and/or planned orders.SAP AG Process Orders (PP-PI-POR) Collective Availability Checks Collective Availability Checks Use In the process order information system.

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